Position in CIG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,407,252
-$1,358,467 QoQ
Shares Held
2,574,882
-9.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 208 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. CIG ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in CIG
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,407,252 | 2,574,882 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,765,719 | 2,830,845 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $232,182 | 116,091 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,998,281 | 2,368,854 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,570,527 | 2,331,902 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $181,827 | 103,311 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $186,018 | 105,095 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $251,116 | 121,901 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $587,509 | 333,812 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $845,394 | 342,265 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 CIG-C | — | 29,807 | Shares | Sole | 2024-02-13 | |
| 2023-12-31 | $955,161 | 411,711 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 CIG-C | — | 29,807 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $636,347 | 262,959 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CIG-C | — | 57,837 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $354,386 | 134,746 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 CIG-C | — | 163,809 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $303,497 | 135,488 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 CIG-C | — | 54,635 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $368,364 | 181,465 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 CIG-C | — | 56,366 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $577,575 | 285,937 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 CIG-C | — | 51,748 | Shares | Sole | 2022-08-03 | |
| 2022-06-30 | $550,312 | 272,440 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 CIG-C | — | 40,379 | Shares | Sole | 2022-05-04 | |
| 2022-03-31 | $690,445 | 214,426 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 CIG-C | — | 38,615 | Shares | Sole | 2022-02-04 | |
| 2021-12-31 | $378,935 | 155,943 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $137,536 | 54,577 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $133,453 | 56,072 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $521,966 | 229,935 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $773,230 | 268,481 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $27,824 | 15,040 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,868 | 12,619 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $20,893 | 12,290 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||