Position in HE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,619,908
-$948,433 QoQ
Shares Held
637,096
-1.2% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 337 holders
Holding Since
Mar 2020
26 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, 2026Legal & General Group Plc holds $10,385,840,491 across 35 Utilities - Regulated Electric names. HE ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,619,908 | 637,096 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,568,341 | 644,767 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $8,838,041 | 718,540 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $5,715,749 | 517,731 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,634,664 | 530,072 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,690,932 | 519,720 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,789,474 | 492,238 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,090,167 | 422,538 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $3,349,910 | 371,387 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $5,456,990 | 484,205 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $6,466,950 | 455,740 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $5,277,776 | 428,739 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,037,893 | 553,533 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,554,866 | 535,283 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,257,084 | 531,830 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,809,762 | 513,842 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,597,239 | 503,600 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $22,074,946 | 521,743 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,520,348 | 542,659 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,408,728 | 548,830 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,196,921 | 548,650 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,427,733 | 572,310 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,323,718 | 546,022 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,069,829 | 543,617 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,671,903 | 517,801 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,504,034 | 499,513 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||