Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$269,711,433
+$4,921,094 QoQ
Shares Held
5,673,358
+8.5% QoQ
Ownership
0.981%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,832,564 across 40 Utilities - Regulated Electric names. FE ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,711,433 | 5,673,358 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $264,790,339 | 5,226,813 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $149,657,867 | 3,342,816 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $236,451,170 | 5,160,436 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $206,240,218 | 5,122,708 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $107,501,552 | 2,659,613 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $81,666,462 | 2,052,953 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $145,948,304 | 3,290,830 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $98,172,762 | 2,565,267 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $114,130,629 | 2,955,221 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $72,124,658 | 1,967,394 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $78,183,220 | 2,287,397 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,765,183 | 1,768,652 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $66,244,052 | 1,653,621 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $120,490,133 | 2,872,917 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $195,548,034 | 5,285,082 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $237,503,838 | 6,186,607 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $324,002,086 | 7,065,026 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $346,520,804 | 8,331,830 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $41,639,951 | 1,169,005 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $122,649,584 | 3,296,146 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $65,872,245 | 1,898,883 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $51,639,984 | 1,687,030 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $61,704,357 | 2,149,229 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $116,676,526 | 3,008,678 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $42,121,378 | 1,051,195 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||