Position in CIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,351,926
+$1,360,992 QoQ
Shares Held
984,070
+98.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CIG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CITIGROUP INC holds $2,214,504,347 across 40 Utilities - Regulated Electric names. CIG ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
2,958,570 | $387,809,355 | |
| 2 | NEE |
Nextera Energy Inc
|
3,769,590 | $350,119,517 | |
| 3 | SO |
Southern Co
|
2,613,850 | $252,288,800 | |
| 4 | EXC |
Exelon Corp
|
2,933,255 | $143,788,159 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,184,357 | $137,113,009 | |
| 6 | DUK |
Duke Energy CORP
|
933,761 | $122,266,664 | |
| 7 | XEL |
Xcel Energy Inc
|
856,342 | $68,027,807 | |
| 8 | D |
Dominion Energy, Inc
|
1,054,145 | $65,167,243 |
All Filings in CIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,351,926 | 984,070 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $990,934 | 495,467 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,552,296 | 735,686 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,437,369 | 733,352 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,285,808 | 730,573 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,906,550 | 2,207,091 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,609,633 | 3,208,560 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,349,408 | 4,175,800 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $6,108,771 | 3,215,143 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,731,552 | 3,211,674 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,979,336 | 3,212,107 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $6,279,042 | 3,103,674 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,347,939 | 3,103,674 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $856,910 | 548,774 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,402 | 903 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,956 | 1,903 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,720 | 695 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $226,355 | 121,098 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $27,717 | 14,299 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $28,286 | 15,451 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $136,320 | 78,067 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,757 | 1,245 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,771 | 1,245 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,439 | 913 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,371 | 1,049 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||