Position in GNE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,874
-$1,996 QoQ
Shares Held
274
-35.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. GNE ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in GNE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,874 | 274 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,870 | 426 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,355 | 1,094 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $30,401 | 1,131 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,249 | 681 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,850 | 247 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,280 | 448 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,187 | 218 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $965 | 64 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||