Position in ELPC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,208,769
+$924,392 QoQ
Shares Held
101,237
+238.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ELPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. ELPC ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,083,216 | $379,249,102 | |
| 2 | DUK |
Duke Energy CORP
|
2,481,110 | $324,876,543 | |
| 3 | SO |
Southern Co
|
3,070,673 | $296,381,357 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,088,754 | $142,713,874 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,198,459 | $138,745,598 | |
| 6 | XEL |
Xcel Energy Inc
|
1,666,224 | $132,364,834 | |
| 7 | ED |
Consolidated Edison Inc
|
849,865 | $96,187,720 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,176,951 | $95,274,183 |
All Filings in ELPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,208,769 | 101,237 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $284,377 | 29,903 | Shares | Sole | 2026-02-11 | |
| 2023-12-31 | $195,136 | 24,795 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||