Position in HE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,864,072
+$2,233,810 QoQ
Shares Held
285,593
+160.0% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 337 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Derivatives in HE
reported options exposure · as of Mar 31, 2024CallValue
$512,785
CallShares
45,500
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 Jun 30, 2026D. E. Shaw & Co., Inc. holds $588,940,836 across 34 Utilities - Regulated Electric names. HE ranks #27 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,958,245 | $73,090,205 | |
| 2 | ED |
Consolidated Edison Inc
|
546,359 | $60,443,695 | |
| 3 | NGG |
National Grid PLC
|
688,532 | $57,058,646 | |
| 4 | LNT |
Alliant Energy Corp
|
740,877 | $56,521,506 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
490,914 | $39,842,580 | |
| 6 | AEP |
American Electric Power Co Inc
|
253,790 | $34,721,009 | |
| 7 | SO |
Southern Co
|
375,457 | $31,337,988 | |
| 8 | KEP |
Korea Electric Power Corp
|
2,085,254 | $25,231,572 |
All Filings in HE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,864,072 | 285,593 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,630,262 | 109,856 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $349,590 | 28,422 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $350,784 | 31,774 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $348,058 | 32,743 | Shares | Defined | 2025-08-14 | |
| 2024-06-30 | $2,877,253 | 318,986 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,096,606 | 629,690 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $512,785 | 45,500 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $1,942,611 | 136,900 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $26,860,307 | 1,892,904 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,078,243 | 737,469 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $426,110 | 11,771 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,194,393 | 31,104 | Shares | Defined | 2023-05-15 | |
| 2020-12-31 | $3,983,746 | 112,567 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,013,970 | 90,673 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||