Position in GNE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,734
+$1,732 QoQ
Shares Held
120
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 109 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. GNE ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
492,457 | $43,222,950 | |
| 2 | DUK |
Duke Energy CORP
|
179,929 | $22,775,412 | |
| 3 | XEL |
Xcel Energy Inc
|
217,555 | $17,469,666 | |
| 4 | SO |
Southern Co
|
171,520 | $16,416,179 | |
| 5 | PCG |
PG&E Corp
|
347,307 | $5,841,703 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
46,051 | $5,377,375 | |
| 7 | AEE |
Ameren Corp
|
41,002 | $4,634,866 | |
| 8 | AEP |
American Electric Power Co Inc
|
29,187 | $3,993,073 |
All Filings in GNE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734 | 120 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2 | 0 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $248 | 18 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $134 | 9 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $403 | 15 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $301 | 20 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||