Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$318,708,495
+$56,996,741 QoQ
Shares Held
18,139,357
+11.4% QoQ
Ownership
0.677%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.17479897440687.ToString("F0")%
Shared 0.13839520331398739.ToString("F0")%
None 12.686805822279146.ToString("F0")%
Common Shares in PCG 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. PCG ranks #21 (1.5% 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 PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,708,495 | 18,139,357 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $261,711,754 | 16,285,735 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $250,853,531 | 16,634,850 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $247,332,183 | 17,742,625 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $259,936,193 | 15,130,163 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $295,035,792 | 14,620,208 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $310,012,573 | 15,680,960 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $273,610,801 | 15,670,722 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $216,364,537 | 12,909,579 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $185,704,324 | 10,299,741 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $152,678,864 | 9,465,522 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $174,722,480 | 10,111,255 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $174,057,902 | 10,764,249 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $156,707,632 | 9,637,616 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $211,795,260 | 16,943,621 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $170,105,741 | 17,044,664 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $69,606,876 | 5,829,722 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $38,836,282 | 3,199,035 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,056,678 | 7,297,571 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $53,990,532 | 5,308,804 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $20,653,780 | 1,763,773 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $51,277,433 | 4,115,364 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,330,586 | 674,184 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $23,689,354 | 2,670,728 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,285,173 | 587,895 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||