Position in HE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,917,065
+$454,791 QoQ
Shares Held
141,690
+43.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,136,978 across 37 Utilities - Regulated Electric names. HE ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,065 | 141,690 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,462,274 | 98,536 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $809,340 | 65,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $693,356 | 62,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $673,219 | 63,332 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $515,547 | 47,082 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $461,630 | 47,444 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $406,124 | 41,955 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $392,839 | 43,552 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $378,976 | 33,627 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $668,079 | 47,081 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $603,337 | 49,012 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,420,488 | 39,240 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,355,289 | 35,294 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,331,457 | 31,815 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,118,928 | 32,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,226,754 | 29,994 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,155,993 | 27,322 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $971,847 | 23,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,000,620 | 24,507 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,088,118 | 25,736 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,171,930 | 26,377 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,000,050 | 28,258 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $709,275 | 21,338 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $830,425 | 23,029 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $889,413 | 20,660 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||