Position in FE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,843,754
-$3,967,208 QoQ
Shares Held
606,726
-6.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#81
of 921 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, 2026Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. FE ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,190,736 | $81,315,360 | |
| 2 | EIX |
Edison International
|
698,286 | $51,987,392 | |
| 3 | NEE |
Nextera Energy Inc
|
454,368 | $39,879,878 | |
| 4 | FE |
Firstenergy Corp
This page
|
606,726 | $28,843,754 | |
| 5 | ES |
Eversource Energy
|
388,873 | $28,103,851 | |
| 6 | SO |
Southern Co
|
250,850 | $24,008,853 | |
| 7 | DUK |
Duke Energy CORP
|
147,934 | $18,725,484 | |
| 8 | ED |
Consolidated Edison Inc
|
137,715 | $15,235,409 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,843,754 | 606,726 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $32,810,962 | 647,670 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,723,912 | 619,252 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $43,357,449 | 946,256 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $38,110,438 | 946,608 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $37,714,406 | 933,063 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $36,877,253 | 927,030 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $2,058,416 | 46,413 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $1,776,225 | 46,413 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $1,640,963 | 42,490 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $4,138,583 | 112,891 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $2,698,373 | 78,946 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $3,073,929 | 79,062 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $3,612,970 | 90,189 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $3,722,384 | 88,755 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $2,961,813 | 80,049 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $2,890,498 | 75,293 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $3,799,867 | 82,858 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $3,465,237 | 83,319 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $6,432,829 | 180,596 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $7,010,140 | 188,394 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $2,819,741 | 81,284 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $3,172,358 | 103,638 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $16,191,693 | 563,974 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $21,988,646 | 567,010 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $27,064,078 | 675,420 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||