Position in HE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,856,744
+$598,369 QoQ
Shares Held
432,871
+22.2% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,147,113,185 across 32 Utilities - Regulated Electric names. HE ranks #25 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,856,744 | 432,871 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,258,375 | 354,338 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,175,114 | 420,741 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,520,581 | 409,473 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,044,332 | 380,464 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,112,731 | 375,592 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,327,270 | 341,960 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,307,297 | 341,663 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $356,939 | 39,572 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $389,163 | 34,531 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $463,260 | 32,647 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $345,417 | 28,060 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $754,516 | 20,843 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $812,121 | 21,149 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $823,942 | 19,688 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $732,573 | 21,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $864,298 | 21,132 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $880,216 | 20,804 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $874,654 | 21,076 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $923,818 | 22,626 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $881,198 | 20,842 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $731,182 | 16,457 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $584,925 | 16,528 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $560,293 | 16,856 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $572,849 | 15,886 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $670,718 | 15,580 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||