Position in ED
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$610,464,517
+$3,906,649 QoQ
Shares Held
5,518,074
+3.0% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#9
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. ED ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,464,517 | 5,518,074 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $606,557,868 | 5,359,232 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $535,689,562 | 5,393,572 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $582,551,087 | 5,795,375 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $539,464,936 | 5,375,834 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $589,354,339 | 5,329,183 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $498,319,023 | 5,584,658 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $511,987,418 | 4,916,810 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $431,591,164 | 4,826,562 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $435,050,177 | 4,790,774 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $403,882,684 | 4,439,735 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $361,068,565 | 4,221,543 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $375,035,964 | 4,148,628 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $379,958,563 | 3,971,554 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $393,494,855 | 4,128,579 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $265,671,524 | 3,097,849 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $288,451,325 | 3,033,137 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $129,657,628 | 1,369,430 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $122,802,693 | 1,439,319 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $150,468,684 | 2,072,857 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $157,544,522 | 2,196,661 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $95,359,073 | 1,274,854 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $101,176,331 | 1,399,977 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $85,520,013 | 1,099,229 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $78,703,213 | 1,094,164 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $86,284,692 | 1,106,214 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||