Position in IMSR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,844,922
+$401,119 QoQ
Shares Held
966,797
-9.9% QoQ
Ownership
0.913%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 107 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IMSR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. IMSR ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in IMSR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,844,922 | 966,797 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,443,803 | 1,073,073 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,149,230 | 1,170,087 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||