Position in GNE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$424,569
+$92,986 QoQ
Shares Held
29,382
+25.3% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 108 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. GNE ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in GNE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,569 | 29,382 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $331,583 | 23,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,001 | 16,691 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||