Position in HE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,845,167
-$1,798,616 QoQ
Shares Held
136,376
-44.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#81
of 337 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Quantbot Technologies LP holds $78,846,232 across 19 Utilities - Regulated Electric names. HE ranks #14 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
341,037 | $12,396,694 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
79,796 | $9,317,778 | |
| 3 | EXC |
Exelon Corp
|
197,215 | $9,194,163 | |
| 4 | POR |
Portland General Electric Co /Or/
|
119,747 | $6,206,487 | |
| 5 | XEL |
Xcel Energy Inc
|
75,920 | $6,096,376 | |
| 6 | NEE |
Nextera Energy Inc
|
60,812 | $5,337,469 | |
| 7 | PCG |
PG&E Corp
|
283,566 | $4,769,580 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
36,631 | $3,919,517 |
All Filings in HE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,845,167 | 136,376 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,643,783 | 245,538 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,982,946 | 242,516 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,189,463 | 198,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,855,891 | 174,590 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,317,880 | 394,327 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,170,725 | 428,646 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,402,864 | 144,924 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,163,005 | 239,801 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,863,832 | 165,380 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,490,432 | 105,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $451,223 | 36,655 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $269,834 | 7,454 | Shares | Sole | 2023-08-08 | |
| 2022-06-30 | $398,079 | 9,733 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $680,810 | 16,091 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $516,716 | 12,451 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $565,128 | 13,841 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $682,737 | 16,148 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $478,543 | 13,522 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $475,863 | 14,316 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $292,807 | 8,120 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,917 | 91 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||