Position in HE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,472,255
+$2,871,591 QoQ
Shares Held
1,514,303
-5.0% QoQ
Ownership
0.877%
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)
Derivatives in HE
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$4,580,532
PutShares
322,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $11,166,156,144 across 42 Utilities - Regulated Electric names. HE ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,780,372 | $2,115,840,949 | |
| 2 | DUK |
Duke Energy CORP
|
5,361,692 | $702,059,948 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,151,392 | $675,244,462 | |
| 4 | SO |
Southern Co
|
5,841,923 | $563,862,405 | |
| 5 | XEL |
Xcel Energy Inc
|
7,011,639 | $557,004,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,665,268 | $524,189,510 | |
| 7 | D |
Dominion Energy, Inc
|
7,866,897 | $486,331,570 | |
| 8 | EIX |
Edison International
|
6,547,319 | $479,132,802 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,472,255 | 1,514,303 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,600,664 | 1,593,550 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $15,154,287 | 1,372,671 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,671,941 | 1,098,019 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,125,456 | 1,289,996 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $14,664,296 | 1,507,122 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,204,392 | 1,467,396 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,817,543 | 866,690 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,896,379 | 789,386 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,580,532 | 322,800 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $16,112,772 | 1,135,502 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $16,135,036 | 1,310,726 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $6,215,359 | 171,695 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $5,696,332 | 148,342 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $13,601,709 | 325,011 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $12,145,937 | 350,431 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $13,586,775 | 332,195 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $12,540,133 | 296,387 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,724,164 | 282,510 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $10,608,326 | 259,817 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $9,426,113 | 222,945 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,528,740 | 259,481 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,692,708 | 386,909 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,255,130 | 338,602 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,152,884 | 364,750 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,783,119 | 366,623 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||