Position in HE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,218,983
-$1,634,444 QoQ
Shares Held
977,013
-2.4% QoQ
Ownership
0.566%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,832,564 across 40 Utilities - Regulated Electric names. HE ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,218,983 | 977,013 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $14,853,427 | 1,000,905 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,330,514 | 1,002,481 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $13,726,384 | 1,243,332 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,206,391 | 489,783 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,537,544 | 505,712 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,765,083 | 900,831 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,986,683 | 308,542 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $11,445,374 | 1,268,889 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $18,513,507 | 1,642,725 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $17,390,352 | 1,225,536 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $19,044,686 | 1,547,091 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $24,758,046 | 683,924 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,327,960 | 685,624 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $25,433,833 | 607,738 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,453,797 | 676,682 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,367,006 | 669,120 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $30,749,974 | 726,778 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $27,186,026 | 655,085 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $32,508,353 | 796,188 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $26,676,817 | 630,956 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,500,729 | 573,953 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $19,933,061 | 563,240 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $18,528,040 | 557,402 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,178,951 | 420,936 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $18,051,379 | 419,312 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||