Position in FE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$273,377,417
+$57,470,247 QoQ
Shares Held
5,396,317
+11.9% QoQ
Ownership
0.933%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Derivatives in FE
reported options exposure · as of Sep 30, 2025CallValue
$2,332,238
CallShares
50,900
PutValue
$2,313,910
PutShares
50,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $17,431,210,044 across 41 Utilities - Regulated Electric names. FE ranks #16 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,352,695 | $2,912,038,307 | |
| 2 | XEL |
Xcel Energy Inc
|
29,441,811 | $2,338,857,461 | |
| 3 | ETR |
Entergy Corp /De/
|
17,369,775 | $1,951,667,915 | |
| 4 | DUK |
Duke Energy CORP
|
9,348,566 | $1,224,101,228 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,249,114 | $1,153,465,774 | |
| 6 | D |
Dominion Energy, Inc
|
15,930,241 | $984,807,495 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,970,050 | $922,692,685 | |
| 8 | SO |
Southern Co
|
8,380,592 | $808,894,735 |
All Filings in FE
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,377,417 | 5,396,317 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $215,907,170 | 4,822,586 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,332,238 | 50,900 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $235,663,482 | 5,143,245 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $2,313,910 | 50,500 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $185,308,242 | 4,602,788 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $2,033,130 | 50,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $2,049,234 | 50,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $2,041,210 | 50,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $154,595,016 | 3,824,716 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,057,378 | 50,900 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $100,740,936 | 2,532,452 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $145,948,883 | 3,290,843 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $104,193,059 | 2,722,578 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $118,786,775 | 3,075,784 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $69,583,168 | 1,898,068 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $68,366,900 | 2,000,202 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $84,484,641 | 2,172,959 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $105,038,597 | 2,622,032 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $683,622 | 16,300 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $101,673,754 | 2,424,267 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $142,596 | 3,400 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $76,613,865 | 2,070,645 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $603,100 | 16,300 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $125,800 | 3,400 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $126,687 | 3,300 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $207,306 | 5,400 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $72,801,525 | 1,896,367 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $151,338 | 3,300 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $247,644 | 5,400 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $130,940,340 | 2,855,219 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $349,651,533 | 8,407,106 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $443,275,758 | 12,444,575 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $525,127,089 | 14,112,526 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $312,210 | 9,000 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $477,358,368 | 13,760,691 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,061,000 | 100,000 | Put | Defined | 2021-02-10 | |
| 2020-12-31 | $240,876,853 | 7,869,221 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $3,061,000 | 100,000 | Call | Defined | 2021-02-10 | |
| 2020-09-30 | $8,613 | 300 | Call | Defined | 2020-11-13 | |
| 2020-09-30 | $66,851,891 | 2,328,523 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $238,948,590 | 6,161,645 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $243,759,632 | 6,083,345 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||