Position in GNE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,197,679
-$29,762 QoQ
Shares Held
774,926
-2.4% QoQ
Ownership
2.94%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 6%
None 4%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. GNE ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in GNE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,197,679 | 774,926 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,227,441 | 794,020 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,381,700 | 898,527 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,089,915 | 1,009,359 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,957,778 | 1,040,096 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,717,508 | 1,110,798 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,793,645 | 1,141,350 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,946,767 | 1,165,955 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,025,484 | 1,164,534 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,829,986 | 1,248,673 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,298,963 | 1,219,302 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,172,796 | 1,233,727 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,100,362 | 1,209,361 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,488,099 | 1,193,061 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,553,984 | 1,117,407 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,901,655 | 1,059,001 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,491,938 | 1,036,238 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,730,195 | 997,066 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,555,367 | 997,373 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,640,513 | 1,016,924 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,696,792 | 1,059,619 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,036,043 | 1,109,786 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,494,158 | 1,178,108 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $9,597,256 | 1,199,657 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,777,197 | 1,192,554 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,469,764 | 1,179,633 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||