Position in FE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$61,940,715
+$12,130,240 QoQ
Shares Held
1,222,675
+9.9% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,532,123,660 across 30 Utilities - Regulated Electric names. FE ranks #19 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,976,254 | $462,194,471 | |
| 2 | SO |
Southern Co
|
2,500,709 | $241,368,432 | |
| 3 | DUK |
Duke Energy CORP
|
1,767,941 | $231,494,194 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,264,916 | $165,805,189 | |
| 5 | D |
Dominion Energy, Inc
|
1,932,957 | $119,495,401 | |
| 6 | EXC |
Exelon Corp
|
2,380,414 | $116,687,894 | |
| 7 | ETR |
Entergy Corp /De/
|
1,009,449 | $113,421,689 | |
| 8 | XEL |
Xcel Energy Inc
|
1,405,123 | $111,622,971 |
All Filings in FE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,940,715 | 1,222,675 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $49,810,475 | 1,112,586 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $48,339,595 | 1,054,989 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $41,801,515 | 1,038,289 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $39,775,179 | 984,047 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $33,609,047 | 844,873 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $33,859,938 | 763,471 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $26,146,829 | 683,220 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,557,736 | 609,988 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $19,998,433 | 545,511 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $17,962,547 | 525,528 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $19,055,321 | 490,106 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $17,335,924 | 432,749 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $16,915,827 | 403,334 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $12,943,525 | 349,825 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $12,463,083 | 324,644 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $13,754,377 | 299,921 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,362,887 | 273,212 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $8,264,374 | 232,015 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $7,882,901 | 211,849 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,158,550 | 177,531 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $4,782,322 | 156,234 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,247,271 | 147,937 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $6,287,905 | 162,143 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $5,872,619 | 146,559 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||