Position in HE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,839,013
-$5,563,854 QoQ
Shares Held
2,501,036
-5.8% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,407,134,916 across 41 Utilities - Regulated Electric names. HE ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,839,013 | 2,501,036 | Shares | Defined | 2026-08-13 | |
| 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 | 2025-05-15 | |
| 2024-09-30 | $19,373,432 | 2,001,388 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $24,048,624 | 2,666,145 | Shares | Defined | 2025-05-14 | |
| 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. | ||||||