Position in EMA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$22,298,549
-$1,861,697 QoQ
Shares Held
429,893
-12.4% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $13,723,744,433 across 27 Utilities - Regulated Electric names. EMA ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
109,393,836 | $1,922,049,694 | |
| 2 | DUK |
Duke Energy CORP
|
14,391,296 | $1,884,396,295 | |
| 3 | D |
Dominion Energy, Inc
|
26,621,442 | $1,645,737,541 | |
| 4 | SO |
Southern Co
|
15,595,800 | $1,505,306,612 | |
| 5 | XEL |
Xcel Energy Inc
|
18,078,640 | $1,436,167,159 | |
| 6 | NEE |
Nextera Energy Inc
|
13,192,071 | $1,225,279,551 | |
| 7 | CMS |
Cms Energy Corp
|
7,630,373 | $591,964,334 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,493,458 | $589,002,473 |
All Filings in EMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,298,549 | 429,893 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $24,160,246 | 490,663 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $26,384,762 | 550,141 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $23,191,425 | 506,142 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||