Position in HE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,035,974
-$510,594 QoQ
Shares Held
372,208
-0.4% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 337 holders
Holding Since
Mar 2020
23 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 Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$624
PutShares
900
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, 2026HighTower Advisors, LLC holds $988,501,740 across 32 Utilities - Regulated Electric names. HE ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in HE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,035,974 | 372,208 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,546,568 | 373,758 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $961,749 | 78,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $654,815 | 59,313 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $607,206 | 57,122 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $553,391 | 50,538 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $109,093 | 11,270 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $624 | 900 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $214,779 | 15,136 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $202,413 | 16,443 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $73 | 6 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $784,707 | 21,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $833,126 | 21,696 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $915,719 | 21,881 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $572,063 | 16,505 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $673,991 | 16,479 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $735,813 | 17,391 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $744,883 | 17,949 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $683,453 | 16,739 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $800,867 | 18,942 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $788,987 | 17,758 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $661,616 | 18,695 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $556,670 | 16,747 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $633,466 | 17,567 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $891,135 | 20,700 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||