Position in HE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,402,867
-$4,889,270 QoQ
Shares Held
2,655,180
-26.3% QoQ
Ownership
1.54%
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 68%
Shared 0%
None 32%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MORGAN STANLEY holds $21,577,576,167 across 42 Utilities - Regulated Electric names. HE ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,751,882 | $6,014,154,788 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,486,169 | $1,898,847,026 | |
| 3 | DUK |
Duke Energy CORP
|
12,679,831 | $1,660,297,063 | |
| 4 | SO |
Southern Co
|
12,915,066 | $1,246,562,165 | |
| 5 | ETR |
Entergy Corp /De/
|
9,591,393 | $1,077,688,909 | |
| 6 | EXC |
Exelon Corp
|
15,940,072 | $781,382,318 | |
| 7 | D |
Dominion Energy, Inc
|
11,288,689 | $697,866,746 | |
| 8 | PPL |
PPL Corp
|
16,964,450 | $648,041,986 |
All Filings in HE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,402,867 | 2,655,180 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,292,137 | 3,600,987 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $26,134,955 | 2,367,297 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,203,626 | 1,712,477 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,687,167 | 1,797,915 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,397,153 | 2,301,866 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,373,432 | 2,001,388 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $24,048,624 | 2,666,145 | Shares | Defined | 2024-10-17 | |
| 2024-03-31 | $46,503,612 | 4,126,319 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $65,544,088 | 4,619,034 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $27,225,408 | 2,211,650 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,526,846 | 649,913 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,133,179 | 576,385 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $24,349,873 | 581,837 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,223,080 | 525,767 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,344,335 | 815,265 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,476,034 | 271,237 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,864,807 | 285,899 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,666,524 | 310,226 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,061,501 | 261,625 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $8,766,658 | 197,314 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,745,604 | 303,634 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,541,190 | 226,871 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,032,747 | 139,566 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,618,169 | 176,961 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||