Position in HE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,929,471
+$1,818,450 QoQ
Shares Held
1,916,443
+18.0% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHERN TRUST CORP holds $11,334,296,397 across 37 Utilities - Regulated Electric names. HE ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,792,879 | $1,912,760,985 | |
| 2 | SO |
Southern Co
|
9,755,332 | $933,682,822 | |
| 3 | DUK |
Duke Energy CORP
|
7,243,531 | $916,886,149 | |
| 4 | EXC |
Exelon Corp
|
14,697,258 | $685,186,164 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,651,077 | $636,313,841 | |
| 6 | D |
Dominion Energy, Inc
|
7,703,375 | $526,063,474 | |
| 7 | ETR |
Entergy Corp /De/
|
4,016,477 | $461,332,544 | |
| 8 | EIX |
Edison International
|
6,081,615 | $452,776,232 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,929,471 | 1,916,443 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $24,111,021 | 1,624,732 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $19,045,256 | 1,548,395 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $17,002,083 | 1,540,044 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $16,328,134 | 1,536,043 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $16,605,256 | 1,516,462 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,890,965 | 1,530,418 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $13,733,207 | 1,418,720 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,555,675 | 505,064 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,584,340 | 495,505 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,407,703 | 522,037 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,810,012 | 1,203,088 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $44,420,221 | 1,227,078 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $53,989,285 | 1,405,971 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $47,346,159 | 1,131,330 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $30,243,481 | 872,576 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,754,278 | 825,288 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $33,527,500 | 792,425 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,692,148 | 811,859 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $34,497,673 | 844,910 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,056,015 | 900,095 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $41,766,419 | 940,050 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $39,762,114 | 1,123,541 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $38,243,748 | 1,150,534 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $46,749,804 | 1,296,445 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $54,276,102 | 1,260,769 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||