Position in FE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$101,478,931
+$1,057,893 QoQ
Shares Held
2,134,601
+7.7% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#36
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,219,093,458 across 32 Utilities - Regulated Electric names. FE ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,478,931 | 2,134,601 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $100,421,038 | 1,982,255 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $67,689,553 | 1,511,940 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $72,547,905 | 1,583,324 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $53,418,175 | 1,326,830 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,429,721 | 728,098 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,163,380 | 381,181 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,671,778 | 330,818 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,990,330 | 339,439 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,673,732 | 328,165 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,105,743 | 302,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,826,134 | 287,482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,659,308 | 248,439 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $31,593,919 | 788,665 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,207,795 | 672,575 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,505,063 | 662,299 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,888,594 | 283,631 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,272,916 | 354,839 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,202,028 | 341,477 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,334,185 | 262,049 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,346,016 | 170,546 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,108,475 | 118,434 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,809,906 | 91,797 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,169,541 | 354,216 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,886,594 | 332,300 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $14,332,958 | 357,698 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||