Position in POR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$69,703,726
-$13,217,571 QoQ
Shares Held
1,344,853
-14.4% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 504 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in POR 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. POR ranks #26 (0.3% 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 POR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,703,726 | 1,344,853 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $82,921,297 | 1,571,372 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $103,845,893 | 2,163,907 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $100,657,260 | 2,287,665 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $95,652,482 | 2,354,233 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $114,582,571 | 2,569,116 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $145,402,600 | 3,333,393 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $155,171,569 | 3,239,490 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $148,033,522 | 3,423,532 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $140,572,026 | 3,346,953 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $143,595,213 | 3,313,226 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $123,105,506 | 3,041,144 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $145,930,144 | 3,116,168 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $154,640,583 | 3,163,031 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $143,802,652 | 2,934,748 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $127,284,559 | 2,928,775 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $145,052,247 | 3,001,288 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $172,357,095 | 3,125,242 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $161,321,749 | 3,048,408 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $142,808,294 | 3,039,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $158,755,689 | 3,445,219 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $173,766,307 | 3,660,550 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $166,712,026 | 3,897,873 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $135,740,247 | 3,823,669 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $153,266,259 | 3,665,780 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $184,224,310 | 3,842,810 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||