Position in GNE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$270,625
+$6,890 QoQ
Shares Held
19,139
0.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in GNE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,625 | 19,139 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $263,735 | 19,139 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $263,703 | 17,639 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $603,160 | 22,439 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $337,706 | 22,439 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $257,318 | 15,835 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $231,507 | 15,835 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $238,791 | 15,835 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $967,672 | 34,400 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $475,779 | 32,300 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $322,392 | 22,800 | Shares | Sole | 2023-07-20 | |
| 2020-03-31 | $157,960 | 22,000 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||