Position in FE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$121,194,423
+$35,753,655 QoQ
Shares Held
2,392,310
+25.4% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $4,662,743,661 across 34 Utilities - Regulated Electric names. FE ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,090,611 | $1,215,855,947 | |
| 2 | DUK |
Duke Energy CORP
|
4,786,720 | $626,773,115 | |
| 3 | ETR |
Entergy Corp /De/
|
4,185,972 | $470,335,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,414,441 | $316,484,924 | |
| 5 | SO |
Southern Co
|
3,152,402 | $304,269,840 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,479,662 | $287,070,468 | |
| 7 | CNP |
Centerpoint Energy Inc
|
3,873,842 | $167,195,018 | |
| 8 | XEL |
Xcel Energy Inc
|
1,831,826 | $145,520,255 |
All Filings in FE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,194,423 | 2,392,310 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $85,440,768 | 1,908,438 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $89,179,601 | 1,946,303 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $71,643,352 | 1,779,517 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,710,989 | 1,205,121 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $30,069,183 | 755,887 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||