Position in FE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,996,876
+$8,367,563 QoQ
Shares Held
2,902,753
+13.4% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#27
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Derivatives in FE
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$30,616
PutShares
800
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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,340,486,556 across 39 Utilities - Regulated Electric names. FE ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in FE
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,996,876 | 2,902,753 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $129,629,313 | 2,558,810 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $90,518,848 | 2,021,864 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $87,462,634 | 1,908,831 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $67,229,407 | 1,669,881 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $43,847,533 | 1,084,798 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,866,434 | 725,652 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,647,290 | 826,320 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $30,616 | 800 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $28,792,891 | 752,362 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,896 | 800 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $30,409,115 | 787,393 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $26,472,330 | 722,104 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $29,328 | 800 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $23,944,182 | 700,532 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $27,344 | 800 | Put | Defined | 2023-11-13 | |
| 2023-06-30 | $32,017,873 | 823,505 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $28,936,738 | 722,335 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $32,048 | 800 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $29,358 | 700 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $33,169,546 | 790,881 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $29,600 | 800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $26,450,227 | 714,871 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,712 | 800 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $25,791,590 | 671,831 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $51,235,845 | 1,117,223 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $36,688 | 800 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $40,062,895 | 963,282 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $243,535,823 | 6,837,053 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $252,537,122 | 6,786,808 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $229,995,252 | 6,630,016 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $27,752 | 800 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $199,674,169 | 6,523,168 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $2,000 | 7,900 | Put | Defined | 2021-02-09 | |
| 2020-09-30 | $173,560,847 | 6,045,310 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $257,447,387 | 6,638,664 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $1,000 | 200 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $1,000 | 200 | Put | Defined | 2020-05-14 | |
| 2020-03-31 | $238,206,130 | 5,944,750 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||