Position in FTS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,465,295
+$1,102,749 QoQ
Shares Held
151,735
+7.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FTS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,130,682,950 across 34 Utilities - Regulated Electric names. FTS ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,520,650 | $512,757,972 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,623,922 | $419,541,449 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,989,056 | $391,805,460 | |
| 4 | DUK |
Duke Energy CORP
|
2,621,662 | $343,280,422 | |
| 5 | SO |
Southern Co
|
2,445,718 | $236,060,701 | |
| 6 | ETR |
Entergy Corp /De/
|
1,970,630 | $221,419,986 | |
| 7 | NGG |
National Grid PLC
|
1,640,438 | $138,781,054 | |
| 8 | PPL |
PPL Corp
|
3,250,405 | $124,165,471 |
All Filings in FTS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,465,295 | 151,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,362,546 | 141,751 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,657,630 | 150,919 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,968,475 | 166,949 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,639,435 | 167,605 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,199,300 | 173,185 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,900,380 | 173,864 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,953,913 | 179,040 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,227,884 | 132,318 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,724,508 | 163,494 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,026,543 | 158,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,163,560 | 119,832 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,038,861 | 94,965 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,525,522 | 88,050 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,472,589 | 91,408 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,304,500 | 91,062 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,440,397 | 89,705 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,840,699 | 79,567 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,289,906 | 74,214 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,297,346 | 74,550 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,342,742 | 77,075 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,038,183 | 49,931 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,847,730 | 45,221 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,528,531 | 40,140 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,352,295 | 35,079 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||