Position in HE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,340,703
+$1,074,851 QoQ
Shares Held
173,001
+102.8% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 337 holders
Holding Since
Sep 2023
9 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, 2026IEQ CAPITAL, LLC holds $285,827,701 across 26 Utilities - Regulated Electric names. HE ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,106,048 | $82,345,273 | |
| 2 | PCG |
PG&E Corp
|
4,324,529 | $72,738,577 | |
| 3 | ES |
Eversource Energy
|
595,400 | $43,029,558 | |
| 4 | DTE |
Dte Energy Co
|
115,133 | $17,542,815 | |
| 5 | FTS |
Fortis Inc.
|
274,795 | $15,726,517 | |
| 6 | ED |
Consolidated Edison Inc
|
63,797 | $7,057,862 | |
| 7 | POR |
Portland General Electric Co /Or/
|
133,023 | $6,894,582 | |
| 8 | OGE |
Oge Energy Corp.
|
129,675 | $6,309,985 |
All Filings in HE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,340,703 | 173,001 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,265,852 | 85,300 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,611,718 | 131,034 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,546,467 | 321,238 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $227,683 | 21,419 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $113,737 | 10,387 | Shares | Other | 2025-05-14 | |
| 2024-03-31 | $238,878 | 21,196 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $302,913 | 21,347 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $234,690 | 19,065 | Shares | Other | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||