Position in ED
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$57,523,837
-$1,875,630 QoQ
Shares Held
519,966
-0.9% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#72
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. ED ranks #11 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,523,837 | 519,966 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $59,399,467 | 524,823 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $54,267,057 | 546,386 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $49,986,283 | 497,277 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $51,517,080 | 513,374 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $52,347,776 | 473,350 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $41,123,786 | 460,874 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $49,745,191 | 477,722 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $40,659,094 | 454,698 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $42,415,080 | 467,075 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $42,013,674 | 461,841 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $40,368,449 | 471,980 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $43,470,466 | 480,868 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $48,437,433 | 506,297 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $47,385,749 | 497,175 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $43,883,391 | 511,700 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $42,443,414 | 446,303 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $41,434,429 | 437,626 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $36,743,399 | 430,654 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $32,066,051 | 441,742 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $30,508,611 | 425,385 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $31,054,790 | 415,171 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $32,288,501 | 446,776 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $36,621,082 | 470,708 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $35,808,767 | 497,828 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $37,031,280 | 474,760 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||