Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,842,208
-$1,693,375 QoQ
Shares Held
342,061
-2.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#96
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. ED ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,842,208 | 342,061 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $39,535,583 | 349,316 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $33,565,491 | 337,953 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $39,442,137 | 392,381 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $39,643,668 | 395,054 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $57,689,161 | 521,649 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $52,098,720 | 583,870 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $56,711,697 | 544,624 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $52,162,172 | 583,339 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $52,776,954 | 581,180 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $52,661,076 | 578,884 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,079,527 | 468,602 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $42,458,348 | 469,672 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,924,831 | 448,676 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $42,559,821 | 446,541 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $37,324,208 | 435,217 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $52,702,137 | 554,176 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $47,046,301 | 496,898 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $43,091,803 | 505,061 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $34,849,441 | 480,086 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,387,379 | 465,524 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $39,191,383 | 523,949 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $46,793,161 | 647,477 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $47,600,295 | 611,829 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $45,055,511 | 626,380 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $46,579,494 | 597,173 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||