Position in HE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,054,204
-$1,147,585 QoQ
Shares Held
205,809
-39.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sagefield Capital LP holds $108,997,523 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
133,778 | $15,122,264 | |
| 2 | PPL |
PPL Corp
|
412,863 | $15,007,569 | |
| 3 | EVRG |
Evergy, Inc.
|
159,232 | $13,762,421 | |
| 4 | LNT |
Alliant Energy Corp
|
165,353 | $12,614,780 | |
| 5 | AEP |
American Electric Power Co Inc
|
84,085 | $11,503,668 | |
| 6 | ETR |
Entergy Corp /De/
|
92,461 | $10,620,070 | |
| 7 | SO |
Southern Co
|
107,785 | $10,316,101 | |
| 8 | PCG |
PG&E Corp
|
608,607 | $10,236,768 |
All Filings in HE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,054,204 | 205,809 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,201,789 | 341,609 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,040,206 | 275,381 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,712,711 | 255,194 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,128,666 | 285,723 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,215,266 | 124,899 | Shares | Other | 2025-02-14 | |
| 2024-06-30 | $1,417,582 | 157,160 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,087,553 | 185,231 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,478,153 | 245,113 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,947,933 | 158,240 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||