Position in HE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,966,410
+$21,577,369 QoQ
Shares Held
2,019,300
+196.1% QoQ
Ownership
1.17%
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 0%
Shared 98%
None 2%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Invesco Ltd. holds $14,923,336,488 across 38 Utilities - Regulated Electric names. HE ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
11,351,421 | $1,487,944,264 | |
| 2 | PPL |
PPL Corp
|
28,920,155 | $1,104,749,917 | |
| 3 | EXC |
Exelon Corp
|
21,468,124 | $1,052,367,438 | |
| 4 | XEL |
Xcel Energy Inc
|
13,093,664 | $1,040,160,668 | |
| 5 | ETR |
Entergy Corp /De/
|
6,359,322 | $714,533,413 | |
| 6 | D |
Dominion Energy, Inc
|
11,448,321 | $707,735,198 | |
| 7 | NEE |
Nextera Energy Inc
|
7,207,559 | $669,438,070 | |
| 8 | DUK |
Duke Energy CORP
|
4,830,084 | $632,451,188 |
All Filings in HE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,966,410 | 2,019,300 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,389,041 | 682,036 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,886,692 | 261,476 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,643,072 | 248,643 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,546,366 | 232,545 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,187,682 | 224,839 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,904,033 | 196,698 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,468,997 | 273,725 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,125,635 | 632,266 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,860,037 | 553,914 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,829,239 | 229,833 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,955,551 | 606,507 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,625,188 | 641,281 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $34,924,115 | 834,507 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,536,216 | 679,060 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,641,402 | 871,428 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,244,572 | 785,738 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,764,205 | 669,017 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,583,930 | 675,580 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,651,258 | 701,307 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $33,012,599 | 743,025 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $26,578,914 | 751,029 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $28,128,650 | 846,229 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $40,010,803 | 1,109,562 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $70,816,560 | 1,644,984 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||