Position in FE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,280,452
-$19,501,379 QoQ
Shares Held
4,444,267
-2.4% QoQ
Ownership
0.768%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#19
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,385,840,491 across 35 Utilities - Regulated Electric names. FE ranks #18 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,280,452 | 4,444,267 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $230,781,831 | 4,555,504 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $205,347,094 | 4,586,712 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $207,114,784 | 4,520,183 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $189,829,844 | 4,715,098 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $175,465,037 | 4,341,045 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $169,277,264 | 4,255,336 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $197,048,025 | 4,443,022 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $171,125,031 | 4,471,519 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $184,811,914 | 4,785,394 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $177,913,032 | 4,853,056 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $183,112,889 | 5,357,311 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $219,865,466 | 5,654,976 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $225,501,304 | 5,629,089 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $238,644,765 | 5,690,147 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $213,730,389 | 5,776,497 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $231,413,499 | 6,027,963 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $280,906,532 | 6,125,306 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $254,788,116 | 6,126,187 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $221,629,598 | 6,222,055 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $228,898,876 | 6,151,542 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $223,508,120 | 6,443,013 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $196,938,402 | 6,433,793 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $191,822,648 | 6,681,388 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $250,806,584 | 6,467,421 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $268,239,317 | 6,694,268 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||