Position in FE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$65,357,782
+$12,627,364 QoQ
Shares Held
1,290,126
+9.5% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.08%
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, 2026SEI INVESTMENTS CO holds $1,360,025,509 across 34 Utilities - Regulated Electric names. FE ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,411,734 | $185,050,091 | |
| 2 | EXC |
Exelon Corp
|
2,525,999 | $123,824,470 | |
| 3 | NEE |
Nextera Energy Inc
|
1,120,238 | $104,047,704 | |
| 4 | ETR |
Entergy Corp /De/
|
857,978 | $96,402,406 | |
| 5 | XEL |
Xcel Energy Inc
|
1,157,937 | $91,986,514 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
736,978 | $85,319,942 | |
| 7 | DUK |
Duke Energy CORP
|
579,205 | $75,841,101 | |
| 8 | AEE |
Ameren Corp
|
594,693 | $65,368,653 |
All Filings in FE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,357,782 | 1,290,126 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $52,730,418 | 1,177,807 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $48,278,792 | 1,053,662 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,921,452 | 991,591 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,079,941 | 892,626 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $36,503,081 | 917,624 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $35,701,749 | 805,000 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $22,104,330 | 577,589 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,307,359 | 448,145 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,093,629 | 438,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,800,175 | 403,750 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,844,577 | 381,805 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,183,242 | 354,050 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,275,064 | 268,838 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,176,286 | 518,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,037,111 | 365,645 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,098,075 | 372,832 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,660,786 | 400,596 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,799,706 | 247,044 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,091,613 | 378,705 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,591,246 | 334,138 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,743,464 | 383,648 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,097,798 | 282,055 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $10,695,251 | 275,793 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $9,713,567 | 242,415 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||