Position in HE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,614,872
+$1,130,954 QoQ
Shares Held
108,819
+176.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026FRANKLIN RESOURCES INC holds $15,707,973,476 across 35 Utilities - Regulated Electric names. HE ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,529,576 | $4,321,667,012 | |
| 2 | PPL |
PPL Corp
|
43,836,112 | $1,674,539,476 | |
| 3 | SO |
Southern Co
|
16,809,309 | $1,622,434,501 | |
| 4 | DUK |
Duke Energy CORP
|
10,370,071 | $1,357,857,090 | |
| 5 | ETR |
Entergy Corp /De/
|
6,588,009 | $740,228,687 | |
| 6 | AEE |
Ameren Corp
|
5,682,375 | $624,606,655 | |
| 7 | XEL |
Xcel Energy Inc
|
7,767,142 | $617,021,756 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,434,011 | $513,325,448 |
All Filings in HE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,614,872 | 108,819 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $483,918 | 39,343 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $30,336,450 | 2,747,867 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,177,680 | 2,744,843 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $29,677,871 | 2,710,308 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,318,968 | 2,704,930 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $26,355,424 | 2,722,668 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $3,245,437 | 359,805 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,134,690 | 278,145 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,494,333 | 105,309 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,181,331 | 177,200 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,279,501 | 90,594 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,256,894 | 84,815 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,246,972 | 77,586 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,314,895 | 37,937 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,442,133 | 35,260 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,384,546 | 56,359 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,117,936 | 75,131 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,048,652 | 74,667 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,489,438 | 35,228 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,644,886 | 37,022 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,518,193 | 42,899 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,366,195 | 41,101 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,669,722 | 46,304 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,068,207 | 48,042 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||