Electric and Other Services Combined - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-04 13F-HR CMS / CMS Energy Evansbrook LLC 4,499 4,499 0.00
2026-06-04 13F-HR/A AVA / Avista Chelsea Counsel Co 5,600 5,600 0.00
2026-06-04 13F-HR/A WEC / WEC Energy Group Chelsea Counsel Co 8,672 8,672 0.00
2026-06-04 13F-HR/A PEG / Public Service Enterprise Group Chelsea Counsel Co 8 8 0.00
2026-06-04 13F-HR/A ED / Consolidated Edison Chelsea Counsel Co 500 500 0.00
2026-06-04 13F-HR XEL / Xcel Energy Evansbrook LLC 4,507 4,507 0.00
2026-06-04 13F-HR EXC / Exelon Town Capital LLC 10,198 12,534 22.91
2026-06-04 13F-HR EXC / Exelon Town Capital LLC 10,198
2026-06-04 13F-HR/A DUK / Duke Energy Chelsea Counsel Co 2,801 3,801 35.70
2026-06-03 13F-HR EXC / Exelon CoreFirst Bank & Trust 872 872 0.00
2026-06-03 13F-HR/A DUK / Duke Energy Wealthquest Corp 3,667 3,514 -4.17
2026-06-03 13F-HR DUK / Duke Energy CoreFirst Bank & Trust 252 252 0.00
2026-06-03 13F-HR EXC / Exelon Storebrand Asset Management As 411,747
2026-06-03 13F-HR/A AEE / Ameren Wealthquest Corp 2,105 2,105 0.00
2026-06-03 13F-HR EXC / Exelon Storebrand Asset Management As 503,953 615,035 22.04
2026-06-03 13F-HR EXC / Exelon Storebrand Asset Management As 411,747 503,953 22.39
2026-06-03 13F-HR AEE / Ameren CoreFirst Bank & Trust 1,000 1,000 0.00
2026-06-03 13F-HR PCG / PG&E Storebrand Asset Management As 492,523 460,590 -6.48
2026-06-03 13F-HR PEG / Public Service Enterprise Group Storebrand Asset Management As 125,154 135,414 8.20
2026-06-03 13F-HR ED / Consolidated Edison Storebrand Asset Management As 135,303 153,739 13.63
2026-06-03 13F-HR EVRG / Evergy CoreFirst Bank & Trust 8,989 9,691 7.81
2026-06-03 13F-HR/A WEC / WEC Energy Group Wealthquest Corp 3,482 3,529 1.35
2026-06-03 13F-HR XEL / Xcel Energy CoreFirst Bank & Trust 3,370 3,370 0.00
2026-06-03 13F-HR PCG / PG&E Storebrand Asset Management As 482,383 492,523 2.10
2026-06-03 13F-HR PCG / PG&E Storebrand Asset Management As 482,383
2026-06-03 13F-HR ED / Consolidated Edison Storebrand Asset Management As 135,303
2026-06-03 13F-HR PEG / Public Service Enterprise Group Storebrand Asset Management As 116,496 125,154 7.43
2026-06-03 13F-HR PEG / Public Service Enterprise Group Storebrand Asset Management As 116,496
2026-06-03 13F-HR PEG / Public Service Enterprise Group CoreFirst Bank & Trust 820 820 0.00
2026-06-03 13F-HR ED / Consolidated Edison Storebrand Asset Management As 153,739 175,218 13.97
2026-06-02 13F-HR/A WEC / WEC Energy Group DV Trading LLC 807 0 -100.00
2026-06-02 13F-HR/A PEG / Public Service Enterprise Group Parallel Advisors, LLC 4,544 0 -100.00
2026-06-02 13F-HR/A WEC / WEC Energy Group Optiver Holding B.V. 1,288 1,050 -18.48
2026-06-02 13F-HR/A PCG / PG&E Parallel Advisors, LLC 39,479 0 -100.00
2026-06-02 13F-HR/A PCG / PG&E Optiver Holding B.V. 15,784 1,432 -90.93
2026-06-02 13F-HR/A XEL / Xcel Energy Parallel Advisors, LLC 7,105 0 -100.00
2026-06-02 13F-HR/A EVRG / Evergy Optiver Holding B.V. 967 1,107 14.48
2026-06-02 13F-HR/A CMS / CMS Energy Optiver Holding B.V. 290 1,111 283.10
2026-06-02 13F-HR/A WEC / WEC Energy Group Parallel Advisors, LLC 4,434 0 -100.00
2026-06-02 13F-HR/A GNE / Genie Energy Optiver Holding B.V. 332 196 -40.96
2026-06-02 13F-HR/A AVA / Avista DV Trading LLC 7 0 -100.00
2026-06-02 13F-HR/A CMS / CMS Energy DV Trading LLC 151 0 -100.00
2026-06-02 13F-HR/A XEL / Xcel Energy Optiver Holding B.V. 1,071 1,664 55.37
2026-06-02 13F-HR/A AVA / Avista Optiver Holding B.V. 406 505 24.38
2026-06-02 13F-HR/A ED / Consolidated Edison Optiver Holding B.V. 641 0 -100.00
2026-06-02 13F-HR/A EVRG / Evergy DV Trading LLC 11 0 -100.00
2026-06-02 13F-HR/A PEG / Public Service Enterprise Group Optiver Holding B.V. 95 0 -100.00
2026-06-02 13F-HR/A NI / NiSource DV Trading LLC 1,125 0 -100.00
2026-06-02 13F-HR/A UTL / Unitil Optiver Holding B.V. 72 0 -100.00
2026-06-02 13F-HR/A AEE / Ameren Optiver Holding B.V. 1,284 149 -88.40
2026-06-02 13F-HR/A LNT / Alliant Energy DV Trading LLC 7 0 -100.00
2026-06-02 13F-HR/A NWE / NorthWestern Energy Group Optiver Holding B.V. 691 307 -55.57
2026-06-02 13F-HR DUK / Duke Energy First Nebraska Trust Co 3,443
2026-06-02 13F-HR/A DUK / Duke Energy Optiver Holding B.V. 1,591 2,625 64.99
2026-06-02 13F-HR/A EXC / Exelon DV Trading LLC 3 0 -100.00
2026-06-02 13F-HR/A LNT / Alliant Energy Optiver Holding B.V. 254 0 -100.00
2026-06-02 13F-HR/A DUK / Duke Energy DV Trading LLC 509 0 -100.00
2026-06-02 13F-HR/A LNT / Alliant Energy Parallel Advisors, LLC 2,836 0 -100.00
2026-06-02 13F-HR/A AEE / Ameren Parallel Advisors, LLC 5,653 0 -100.00
2026-06-02 13F-HR/A NWE / NorthWestern Energy Group DV Trading LLC 499 0 -100.00
2026-06-01 13F-HR DUK / Duke Energy First Nebraska Trust Co 3,443 3,828 11.18
2026-06-01 13F-HR DUK / Duke Energy Flagship Wealth Advisors, Llc 563 563 0.00
2026-06-01 13F-HR WEC / WEC Energy Group Dala Group, LLC 2,398
2026-06-01 13F-HR WEC / WEC Energy Group Concorde Asset Management, LLC 2,021 1,978 -2.13
2026-06-01 13F-HR XEL / Xcel Energy Flagship Wealth Advisors, Llc 1,267 567 -55.25
2026-06-01 13F-HR PCG / PG&E Caerus Investment Advisors, LLC 113,647 75,035 -33.98
2026-06-01 13F-HR ED / Consolidated Edison Flagship Wealth Advisors, Llc 2,200 2,200 0.00
2026-06-01 13F-HR EVRG / Evergy Flagship Wealth Advisors, Llc 200 200 0.00
2026-06-01 13F-HR PEG / Public Service Enterprise Group Flagship Wealth Advisors, Llc 1,706 1,706 0.00
2026-06-01 13F-HR CMS / CMS Energy Integrated Investment Consultants, LLC 10,861 10,922 0.56
2026-06-01 13F-HR ALE / ALLETE Flagship Wealth Advisors, Llc 0 133
2026-06-01 13F-HR WEC / WEC Energy Group Flagship Wealth Advisors, Llc 600 600 0.00
2026-05-29 13F-HR PEG / Public Service Enterprise Group Keel Point, LLC 2,620 0 -100.00
2026-05-29 13F-HR PCG / PG&E Asset Dedication, LLC 63 63 0.00
2026-05-29 13F-HR WEC / WEC Energy Group Asset Dedication, LLC 456 391 -14.25
2026-05-29 13F-HR XEL / Xcel Energy Asset Dedication, LLC 238 166 -30.25
2026-05-29 13F-HR NI / NiSource Asset Dedication, LLC 0 1
2026-05-29 13F-HR ED / Consolidated Edison Keel Point, LLC 2,392 2,468 3.18
2026-05-29 13F-HR EVRG / Evergy Asset Dedication, LLC 132 119 -9.85
2026-05-29 13F-HR ED / Consolidated Edison Asset Dedication, LLC 3,043 2,991 -1.71
2026-05-29 13F-HR XEL / Xcel Energy Keel Point, LLC 5,485 0 -100.00
2026-05-29 13F-HR PEG / Public Service Enterprise Group Asset Dedication, LLC 5,011 4,947 -1.28
2026-05-29 13F-HR CMS / CMS Energy Asset Dedication, LLC 34 0 -100.00
2026-05-29 13F-HR AVA / Avista Asset Dedication, LLC 66 66 0.00
2026-05-29 13F-HR DUK / Duke Energy Keel Point, LLC 6,470 6,188 -4.36
2026-05-29 13F-HR LNT / Alliant Energy Ipsen Advisor Group LLC 7,000 7,000 0.00
2026-05-29 13F-HR EXC / Exelon Keel Point, LLC 5,592 4,890 -12.55
2026-05-29 13F-HR AEE / Ameren Asset Dedication, LLC 33 33 0.00
2026-05-29 13F-HR EXC / Exelon Asset Dedication, LLC 1,216 1,038 -14.64
2026-05-29 13F-HR DUK / Duke Energy Asset Dedication, LLC 976 932 -4.51
2026-05-29 13F-HR VIVO / VivoPower Krane Financial Solutions LLC 204,720
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 7,040 7,114 1.05
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 7,114 7,180 0.93
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,889 6,968 1.15
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,337 10,337 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 4,627 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,797 4,797 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 6,239 6,239 0.00
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 5,545 6,737 21.50
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 7,085 6,971 -1.61
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 6,239 5,679 -8.98
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,266 6,332 1.05
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,499 7,654 -27.10
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,797 4,797 0.00
2026-05-28 13F-HR DUK / Duke Energy Cozad Asset Management Inc 2,416 2,590 7.20
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,817 6,889 1.06
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 4,953 6,266 26.51
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 4,627 0.00
2026-05-28 13F-HR AEE / Ameren Cozad Asset Management Inc 5,017 5,217 3.99
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 5,490 5,545 1.00
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 3,113
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 8,007 8,082 0.94
2026-05-28 13F-HR DUK / Duke Energy Blue Fin Capital, Inc. 4,720 4,720 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,499 10,499 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,337 10,499 1.57
2026-05-28 13F-HR DUK / Duke Energy SIMA Wealth Partners, LLC 258 258 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 4,627 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 9,305 10,337 11.09
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,499 10,499 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 5,700 5,700 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 5,700 4,797 -15.84
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,737 6,817 1.19
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,968 7,040 1.03
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 6,239 6,239 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 5,700
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 3,113 4,840 55.48
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 5,679 4,627 -18.52
2026-05-28 13F-HR LNT / Alliant Energy Cozad Asset Management Inc 26,831 27,317 1.81
2026-05-28 13F-HR DUK / Duke Energy Challenger Wealth Management 6,745 6,673 -1.07
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 4,627 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 4,627 0.00
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 8,082 8,157 0.93
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 8,157 7,085 -13.14
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 5,679 5,679 0.00
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,971 0 -100.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,499 10,499 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 6,239 6,239 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 10,499 10,499 0.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 9,305 101.10
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 4,895 4,953 1.18
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 6,332 5,433 -14.20
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 4,840 4,895 1.14
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,627 4,627 0.00
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 5,433 5,490 1.05
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 7,654 0 -100.00
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 6,239 6,239 0.00
2026-05-28 13F-HR DUK / Duke Energy Henshaw Capital LLC 7,180 8,007 11.52
2026-05-28 13F-HR DUK / Duke Energy SIMA Wealth Partners, LLC 258
2026-05-28 13F-HR NWE / NorthWestern Energy Group Henshaw Capital LLC 4,797 6,239 30.06
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 7,135
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 5,760 7,485 29.95
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 7,485 7,542 0.76
2026-05-28 13F-HR ED / Consolidated Edison SIMA Wealth Partners, LLC 25
2026-05-28 13F-HR ED / Consolidated Edison SIMA Wealth Partners, LLC 25 0 -100.00
2026-05-28 13F-HR WEC / WEC Energy Group Cozad Asset Management Inc 2,194 2,194 0.00
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 7,135 5,620 -21.23
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 5,620 5,665 0.80
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 7,597 0 -100.00
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 5,712 5,760 0.84
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 7,542 7,597 0.73
2026-05-28 13F-HR XEL / Xcel Energy Henshaw Capital LLC 5,665 5,712 0.83
2026-05-27 13F-HR/A PCG / PG&E Morgan Stanley 16,634,850 16,285,735 -2.10
2026-05-27 13F-HR/A AVA / Avista Morgan Stanley 1,549,563 1,807,397 16.64
2026-05-27 13F-HR/A PEG / Public Service Enterprise Group Morgan Stanley 7,222,597 7,293,155 0.98
2026-05-27 13F-HR/A PCG.PRX / PG&E Corporation - Preferred Security Morgan Stanley 227,930 191,661 -15.91
2026-05-27 13F-HR EVRG / Evergy Alpine Woods Capital Investors, Llc 66,729 75,695 13.44
2026-05-27 13F-HR/A PCG.PRX / PG&E Corporation - Preferred Security Morgan Stanley 191,661 371,154 93.65
2026-05-27 13F-HR/A SOL / Emeren Group Ltd - Depositary Receipt Morgan Stanley 2,088 2,541 21.70
2026-05-27 13F-HR/A SOL / Emeren Group Ltd - Depositary Receipt Morgan Stanley 2,541 0 -100.00
2026-05-27 13F-HR/A AVA / Avista Morgan Stanley 1,665,957 1,549,563 -6.99
2026-05-27 13F-HR/A PCG / PG&E Morgan Stanley 17,742,625 16,634,850 -6.24
2026-05-27 13F-HR/A GNE / Genie Energy Morgan Stanley 195,849 112,246 -42.69
2026-05-27 13F-HR/A CMS / CMS Energy Morgan Stanley 6,224,683 5,404,815 -13.17
2026-05-27 13F-HR/A ED / Consolidated Edison Morgan Stanley 5,795,375 5,393,572 -6.93
2026-05-27 13F-HR/A EVRG / Evergy Morgan Stanley 4,645,380 3,873,667 -16.61
2026-05-27 13F-HR CMS / CMS Energy Alpine Woods Capital Investors, Llc 4,750 4,750 0.00
2026-05-27 13F-HR ED / Consolidated Edison Allen Capital Group, LLC 12,452 11,703 -6.02
2026-05-27 13F-HR/A ALE / ALLETE Morgan Stanley 421,392 0 -100.00
2026-05-27 13F-HR/A WEC / WEC Energy Group Morgan Stanley 4,255,941 4,103,564 -3.58
2026-05-27 13F-HR ED / Consolidated Edison Birmingham Capital Management Co Inc/al 3,800 3,800 0.00
2026-05-27 13F-HR/A PEG / Public Service Enterprise Group Morgan Stanley 7,293,155 7,014,677 -3.82
2026-05-27 13F-HR/A NI / NiSource Morgan Stanley 4,384,505 4,882,914 11.37
2026-05-27 13F-HR ED / Consolidated Edison Alpine Woods Capital Investors, Llc 2,555 0 -100.00
2026-05-27 13F-HR/A ED / Consolidated Edison Morgan Stanley 5,375,834 5,795,375 7.80
2026-05-27 13F-HR/A WEC / WEC Energy Group Morgan Stanley 4,103,564 4,066,576 -0.90
2026-05-27 13F-HR/A ALE / ALLETE Morgan Stanley 506,335 421,392 -16.78
2026-05-27 13F-HR/A CMS / CMS Energy Morgan Stanley 5,404,815 4,612,982 -14.65
2026-05-27 13F-HR/A NI / NiSource Morgan Stanley 4,838,465 4,384,505 -9.38
2026-05-27 13F-HR/A XEL / Xcel Energy Morgan Stanley 7,188,777 6,993,126 -2.72
2026-05-27 13F-HR/A XEL / Xcel Energy Morgan Stanley 6,715,196 7,188,777 7.05
2026-05-27 13F-HR/A GNE / Genie Energy Morgan Stanley 112,246 179,384 59.81
2026-05-27 13F-HR/A EVRG / Evergy Morgan Stanley 4,075,221 4,645,380 13.99
2026-05-27 13F-HR DUK / Duke Energy Allen Capital Group, LLC 12,371 12,550 1.45
2026-05-27 13F-HR/A DUK / Duke Energy Morgan Stanley 12,266,728 12,451,834 1.51
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR DUK / Duke Energy Birmingham Capital Management Co Inc/al 21,413 21,413 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A VIVO / VivoPower Morgan Stanley 1,491 1,491 0.00
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A NWE / NorthWestern Energy Group Morgan Stanley 788,961 846,080 7.24
2026-05-27 13F-HR/A NWE / NorthWestern Energy Group Morgan Stanley 864,748 788,961 -8.76
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A DUK / Duke Energy Morgan Stanley 12,451,834 12,340,630 -0.89
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-27 13F-HR/A AEE / Ameren Morgan Stanley 2,894,529 3,023,867 4.47
2026-05-27 13F-HR/A AEE / Ameren Morgan Stanley 2,937,504 2,894,529 -1.46
2026-05-27 13F-HR/A EXC / Exelon Morgan Stanley 18,885,948 17,885,337 -5.30
2026-05-27 13F-HR/A EXC / Exelon Morgan Stanley 17,885,337 16,925,683 -5.37
2026-05-27 13F-HR/A UTL / Unitil Morgan Stanley 193,486 185,780 -3.98
2026-05-27 13F-HR/A UTL / Unitil Morgan Stanley 185,780 268,046 44.28
2026-05-27 13F-HR/A 1LNT / Alliant Energy Morgan Stanley 3,495,284 3,151,558 -9.83
2026-05-27 13F-HR/A VIVO / VivoPower Morgan Stanley 1,491 0 -100.00
2026-05-27 13F-HR/A 1LNT / Alliant Energy Morgan Stanley 3,151,558 3,084,452 -2.13
2026-05-27 13F-HR DUK / Duke Energy Kentucky Farm Bureau Mutual Insurance Co 15,000 15,000 0.00
2026-05-26 13F-HR DUK / Duke Energy Peak Planning Group, LLC 2,116
2026-05-26 13F-HR DUK / Duke Energy Peak Planning Group, LLC 2,043 2,474 21.10
2026-05-26 13F-HR DUK / Duke Energy Peak Planning Group, LLC 2,116 2,043 -3.45
2026-05-26 13F-HR DUK / Duke Energy Axiom Investment Management LLC 0 1,472
2026-05-26 13F-HR EXC / Exelon Axiom Investment Management LLC 547
2026-05-26 13F-HR/A EXC / Exelon Flatrock Wealth Partners LLC 4,882
2026-05-26 13F-HR PCG / PG&E Flatrock Wealth Partners LLC 27,242
2026-05-26 13F-HR PEG / Public Service Enterprise Group Ruggaard & Associates LLC 3,233 3,233 0.00
2026-05-26 13F-HR/A PCG / PG&E Flatrock Wealth Partners LLC 25,685
2026-05-26 13F-HR ED / Consolidated Edison Flatrock Wealth Partners LLC 2,883
2026-05-26 13F-HR NI / NiSource Axiom Investment Management LLC 0 384
2026-05-26 13F-HR ED / Consolidated Edison Axiom Investment Management LLC 0 500
2026-05-22 13F-HR PEG / Public Service Enterprise Group Wellington Grp LLC 54
2026-05-22 13F-HR PEG / Public Service Enterprise Group Wellington Grp LLC 54 0 -100.00
2026-05-22 13F-HR PCG / PG&E Converium Capital Inc. 400,000
2026-05-22 13F-HR AVA / Avista Wellington Grp LLC 32
2026-05-22 13F-HR PCG / PG&E Converium Capital Inc. 400,000 0 -100.00
2026-05-22 13F-HR AVA / Avista Wellington Grp LLC 32 0 -100.00
2026-05-22 13F-HR PCG / PG&E Groupama Asset Managment 77,499 76,284 -1.57
2026-05-22 13F-HR ED / Consolidated Edison Wellington Grp LLC 7
2026-05-22 13F-HR ED / Consolidated Edison Groupama Asset Managment 21,412 6,692 -68.75
2026-05-22 13F-HR CMS / CMS Energy Wellington Grp LLC 24
2026-05-22 13F-HR CMS / CMS Energy Wellington Grp LLC 24 0 -100.00
2026-05-22 13F-HR ED / Consolidated Edison Wellington Grp LLC 7 0 -100.00
2026-05-22 13F-HR/A WEC / WEC Energy Group Summitry Llc 1,889
2026-05-22 13F-HR WEC / WEC Energy Group Wellington Grp LLC 100
2026-05-22 13F-HR WEC / WEC Energy Group WNY Asset Management, LLC 8,640 8,649 0.10
2026-05-22 13F-HR PEG / Public Service Enterprise Group Groupama Asset Managment 12,521 13,983 11.68
2026-05-22 13F-HR/A ED / Consolidated Edison Summitry Llc 5,783 5,486 -5.14
2026-05-22 13F-HR XEL / Xcel Energy Wellington Grp LLC 19 0 -100.00