Position in FE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$329,256,427
+$31,096,645 QoQ
Shares Held
6,925,882
+17.7% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Derivatives in FE
reported options exposure · as of Dec 31, 2025CallValue
$5,032,148
CallShares
112,400
PutValue
$5,032,148
PutShares
112,400
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, 2026GOLDMAN SACHS GROUP INC holds $13,625,613,109 across 41 Utilities - Regulated Electric names. FE ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in FE
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,256,427 | 6,925,882 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $298,159,782 | 5,885,507 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $161,878,289 | 3,615,776 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $5,032,148 | 112,400 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $5,032,148 | 112,400 | Call | Defined | 2026-03-25 | |
| 2025-09-30 | $8,714,964 | 190,200 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $8,714,964 | 190,200 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $187,025,600 | 4,081,746 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,657,452 | 190,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $7,657,452 | 190,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $168,442,603 | 4,183,870 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $88,365,030 | 2,186,171 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $7,687,884 | 190,200 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $7,687,884 | 190,200 | Put | Defined | 2025-06-27 | |
| 2024-12-31 | $133,409,548 | 3,353,684 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $3,094,884 | 77,800 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $3,094,884 | 77,800 | Call | Defined | 2025-02-11 | |
| 2024-09-30 | $3,450,430 | 77,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $126,957,860 | 2,862,635 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $3,450,430 | 77,800 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $67,778,809 | 1,771,069 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $87,286,527 | 2,260,138 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $61,958,881 | 1,690,095 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $61,440,291 | 1,797,551 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $50,006,094 | 1,286,165 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $28,672,142 | 715,730 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $12,139,070 | 289,439 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $13,530,678 | 365,694 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $8,220,296 | 214,126 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $17,715,580 | 386,297 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,000,273 | 240,449 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $2,625,194 | 73,700 | Call | Defined | 2022-01-20 | |
| 2021-09-30 | $24,617,052 | 691,102 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $4,706,841 | 126,494 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,849,860 | 226,286 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,018,870 | 261,969 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $3,140,586 | 102,600 | Call | Defined | 2021-02-12 | |
| 2020-09-30 | $5,742,000 | 200,000 | Call | Defined | 2020-11-13 | |
| 2020-09-30 | $44,061,437 | 1,534,707 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $130,881,529 | 3,374,975 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $158,354,795 | 3,951,954 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||