Position in HE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,707,684
-$1,202,413 QoQ
Shares Held
421,854
-9.4% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RHUMBLINE ADVISERS holds $2,107,252,082 across 38 Utilities - Regulated Electric names. HE ranks #30 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,600,603 | $316,024,925 | |
| 2 | SO |
Southern Co
|
1,967,290 | $188,289,325 | |
| 3 | DUK |
Duke Energy CORP
|
1,282,896 | $162,388,975 | |
| 4 | AEP |
American Electric Power Co Inc
|
869,280 | $118,926,196 | |
| 5 | D |
Dominion Energy, Inc
|
1,514,179 | $103,403,283 | |
| 6 | ETR |
Entergy Corp /De/
|
805,926 | $92,568,660 | |
| 7 | EXC |
Exelon Corp
|
1,980,007 | $92,307,926 | |
| 8 | ED |
Consolidated Edison Inc
|
782,005 | $86,513,213 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,707,684 | 421,854 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,910,097 | 465,640 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,972,929 | 485,604 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,933,173 | 265,686 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,863,594 | 269,388 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,816,241 | 257,191 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $2,474,475 | 254,314 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,795,630 | 185,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,584,588 | 175,675 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,267,131 | 112,434 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,847,169 | 130,174 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,493,326 | 121,310 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,534,336 | 401,501 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,165,504 | 394,935 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,542,426 | 395,279 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,214,714 | 381,267 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,784,491 | 361,479 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,054,620 | 332,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,847,669 | 285,486 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,388,834 | 278,933 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,507,155 | 343,121 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,626,253 | 351,705 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $13,133,653 | 371,112 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,973,812 | 360,223 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,364,865 | 342,897 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,589,343 | 338,893 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||