Position in FE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,967,837
-$1,212,633 QoQ
Shares Held
630,371
+2.4% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#80
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, 2026Magellan Asset Management Ltd holds $1,971,566,304 across 27 Utilities - Regulated Electric names. FE ranks #19 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,437,065 | $248,396,687 | |
| 2 | XEL |
Xcel Energy Inc
|
2,818,534 | $226,328,280 | |
| 3 | CMS |
Cms Energy Corp
|
2,539,050 | $194,237,325 | |
| 4 | EVRG |
Evergy, Inc.
|
2,173,521 | $187,857,420 | |
| 5 | D |
Dominion Energy, Inc
|
2,690,485 | $183,733,220 | |
| 6 | LNT |
Alliant Energy Corp
|
1,987,533 | $151,628,892 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,238,180 | $144,582,278 | |
| 8 | SO |
Southern Co
|
592,268 | $56,685,970 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,967,837 | 630,371 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $31,180,470 | 615,485 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,196,759 | 473,459 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,697,764 | 451,719 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,655,884 | 413,708 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,895,640 | 418,002 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $16,777,931 | 421,768 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $21,895,284 | 493,693 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,474,684 | 508,876 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,362,342 | 475,462 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,129,788 | 467,261 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,033,906 | 469,102 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,072,441 | 439,106 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,125,912 | 402,544 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,528,068 | 417,932 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,556,354 | 420,442 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,392,338 | 426,995 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,521,891 | 491,101 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,039,455 | 529,922 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $17,635,355 | 495,097 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $15,469,313 | 415,730 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,844,241 | 456,738 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $15,634,853 | 510,776 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,397,347 | 501,475 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $134,488,419 | 3,467,984 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $173,180,576 | 4,321,951 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||