Position in HE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,829,025
+$138,052 QoQ
Shares Held
135,183
+18.6% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 337 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 30%
Shared 2%
None 68%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,160,990 across 31 Utilities - Regulated Electric names. HE ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in HE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,829,025 | 135,183 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,690,973 | 113,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,296,813 | 105,432 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $247,340 | 22,404 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||