Position in CIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,006,600
-$98,920 QoQ
Shares Held
955,524
+8.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 208 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CIG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. CIG ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in CIG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,600 | 955,524 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,105,520 | 880,971 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,551,202 | 775,601 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,471,535 | 697,410 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,244,615 | 635,008 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $978,611 | 556,029 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $988,398 | 558,417 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,149,360 | 557,942 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $975,965 | 554,526 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,063,638 | 430,623 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $909,534 | 392,044 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $67,761 | 28,001 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $73,643 | 28,001 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $62,723 | 28,001 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $56,840 | 28,001 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $717,862 | 355,388 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $717,385 | 355,152 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $875,960 | 272,040 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $60,413 | 24,862 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $51,313 | 20,362 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $48,602 | 20,421 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $41,582 | 18,318 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,756 | 18,318 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $35,189 | 19,021 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||