Position in HE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,478,250
+$2,200,943 QoQ
Shares Held
301,769
+63.0% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Derivatives in HE
reported options exposure · as of Dec 31, 2023CallValue
$283,800
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ROYAL BANK OF CANADA holds $10,151,020,306 across 40 Utilities - Regulated Electric names. HE ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
35,241,451 | $1,966,120,547 | |
| 2 | NEE |
Nextera Energy Inc
|
19,364,181 | $1,798,545,124 | |
| 3 | DUK |
Duke Energy CORP
|
7,893,389 | $1,033,560,349 | |
| 4 | EMA |
Emera Inc
|
17,598,886 | $912,854,211 | |
| 5 | SO |
Southern Co
|
8,753,175 | $844,856,443 | |
| 6 | AEP |
American Electric Power Co Inc
|
5,998,367 | $786,265,940 | |
| 7 | XEL |
Xcel Energy Inc
|
3,872,314 | $307,616,620 | |
| 8 | D |
Dominion Energy, Inc
|
4,066,193 | $251,372,048 |
All Filings in HE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,478,250 | 301,769 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,277,307 | 185,147 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,902,030 | 353,445 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,718,427 | 537,952 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $4,159,772 | 379,888 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $2,433,169 | 250,069 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,346,788 | 242,437 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $349,109 | 38,704 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $401,560 | 35,631 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $745,852 | 52,562 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $283,800 | 20,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $613,038 | 49,800 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $557,210 | 45,265 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,263,620 | 62,531 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,640,881 | 68,773 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,757,075 | 65,880 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,248,366 | 93,721 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,513,199 | 159,247 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,630,823 | 133,085 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,801,106 | 91,593 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,798,494 | 93,032 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,917,421 | 139,958 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,152,455 | 115,968 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $12,600,923 | 356,059 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,469,302 | 435,298 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,662,621 | 434,349 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,347,519 | 426,191 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||