Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,731,938
+$1,961,423 QoQ
Shares Held
604,374
+14.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#83
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,147,113,185 across 32 Utilities - Regulated Electric names. FE ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,731,938 | 604,374 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $26,770,515 | 528,435 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,068,884 | 425,930 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,598,449 | 427,727 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $15,343,447 | 381,109 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,403,015 | 257,373 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,472,433 | 187,844 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,063,936 | 181,825 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,724,496 | 175,712 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,724,358 | 174,116 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,479,737 | 204,030 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,349,715 | 156,516 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,140,395 | 157,932 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,525,132 | 162,884 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,972,379 | 142,403 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,344,317 | 144,441 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,022,506 | 156,877 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,526,152 | 142,306 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,527,840 | 156,957 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,819,840 | 191,461 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,117,936 | 137,542 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,812,404 | 138,726 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,120,286 | 167,275 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,785,472 | 97,021 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,355,380 | 112,310 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,759,445 | 93,822 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||