Position in FE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$486,244,298
-$72,136,394 QoQ
Shares Held
10,228,109
-7.2% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 929 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,407,134,916 across 41 Utilities - Regulated Electric names. FE ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,244,298 | 10,228,109 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $558,380,692 | 11,022,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $484,641,825 | 10,825,147 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $503,343,599 | 10,985,238 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $410,239,289 | 10,189,749 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $382,109,127 | 9,453,467 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $339,264,279 | 8,528,514 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $366,683,135 | 8,267,940 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $301,339,736 | 7,874,046 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $306,171,937 | 7,927,808 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $280,241,937 | 7,644,352 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $272,356,797 | 7,968,309 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $320,714,233 | 8,248,823 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $325,414,424 | 8,123,176 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $315,189,997 | 7,515,260 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $271,497,527 | 7,337,771 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $274,676,950 | 7,154,909 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $228,043,478 | 4,972,601 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $201,053,001 | 4,834,167 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $167,898,392 | 4,713,599 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $145,522,465 | 3,910,843 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $111,972,967 | 3,227,817 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $112,939,937 | 3,689,642 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $98,635,125 | 3,435,567 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $106,225,706 | 2,739,188 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $127,530,346 | 3,182,689 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||