Electric Services - 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)
2026-04-24 13F-HR NEE / NextEra Energy Medallion Wealth Advisors, LLC 392 459 17.09
2026-04-24 13F-HR NEE / NextEra Energy Essex Financial Services, Inc. 42,204 43,638 3.40
2026-04-24 13F-HR PPL / PPL CHICAGO TRUST Co NA 5,514
2026-04-24 13F-HR NEE / NextEra Energy Means Investment Co., Inc. 18,748 19,258 2.72
2026-04-24 13F-HR NEE / NextEra Energy Boston Trust Walden Corp 30,678 30,678 0.00
2026-04-24 13F-HR NEE / NextEra Energy Midwest Capital Advisors, LLC 618 618 0.00
2026-04-24 13F-HR PPL / PPL United Community Bank 899 0 -100.00
2026-04-24 13F-HR PPL / PPL Root Financial Partners, LLC 1,500 2,587 72.47
2026-04-24 13F-HR NEE / NextEra Energy Ninety One UK Ltd 1,902,061 3,033,694 59.50
2026-04-24 13F-HR NEE / NextEra Energy Harrison Street Private Wealth LLC 51,850
2026-04-24 13F-HR NEE / NextEra Energy Medallion Wealth Advisors, LLC 479 405 -15.45
2026-04-24 13F-HR NEE / NextEra Energy Keybank National Association/oh 1,776,791 1,776,692 -0.01
2026-04-24 13F-HR NEE / NextEra Energy Innova Wealth Partners 2,192
2026-04-24 13F-HR NEE / NextEra Energy Capital Asset Advisory Services LLC 27,365 26,443 -3.37
2026-04-24 13F-HR TXNM / TXNM Energy UMA Financial Services, Inc. 26 35 34.62
2026-04-24 13F-HR PPL / PPL Retirement Systems of Alabama 157,368 157,088 -0.18
2026-04-24 13F-HR PPL / PPL Medallion Wealth Advisors, LLC 3,923 3,923 0.00
2026-04-24 13F-HR PPL / PPL Stock Yards Bank & Trust Co 6,924 7,411 7.03
2026-04-24 13F-HR PNW / Pinnacle West Capital Retirement Systems of Alabama 25,461 25,416 -0.18
2026-04-24 13F-HR NEE / NextEra Energy Ninety One North America, Inc. 284,236 257,365 -9.45
2026-04-24 13F-HR NEE / NextEra Energy Wagner Wealth Management, Llc 2,743 2,746 0.11
2026-04-24 13F-HR NEE / NextEra Energy Ledyard National Bank 47,519 47,080 -0.92
2026-04-24 13F-HR NEE / NextEra Energy Yousif Capital Management, Llc 328,576 317,958 -3.23
2026-04-24 13F-HR NEE / NextEra Energy Cannon Advisors, Inc. 3,154 3,147 -0.22
2026-04-24 13F-HR NEE / NextEra Energy Strs Ohio 1,136,759 1,062,204 -6.56
2026-04-24 13F-HR NEE / NextEra Energy Greater Midwest Financial Group, LLC 21,376 24,233 13.37
2026-04-24 13F-HR NEE / NextEra Energy Fulton Bank, N.a. 19,485 17,198 -11.74
2026-04-24 13F-HR NEE / NextEra Energy Essex LLC 5,721 5,478 -4.25
2026-04-24 13F-HR NEE / NextEra Energy Keb Asset Management, Llc 4,359 3,940 -9.61
2026-04-24 13F-HR NEE / NextEra Energy Petros Family Wealth, LLC 9,231 10,748 16.43
2026-04-24 13F-HR TXNM / TXNM Energy IFM Investors Pty Ltd 0 7,129
2026-04-24 13F-HR TXNM / TXNM Energy Strs Ohio 17,800 8,700 -51.12
2026-04-24 13F-HR PPL / PPL Sumitomo Mitsui DS Asset Management Company, Ltd 95,099 97,114 2.12
2026-04-24 13F-HR PPL / PPL Ledyard National Bank 11,694 11,694 0.00
2026-04-24 13F-HR PPL / PPL Yousif Capital Management, Llc 111,533 108,862 -2.39
2026-04-24 13F-HR PPL / PPL Medallion Wealth Advisors, LLC 3,923 3,844 -2.01
2026-04-24 13F-HR PPL / PPL Strs Ohio 17,729 17,703 -0.15
2026-04-24 13F-HR PPL / PPL USS Investment Management Ltd 100,332 100,332 0.00
2026-04-24 13F-HR PPL / PPL RKL Wealth Management LLC 17,159 16,999 -0.93
2026-04-24 13F-HR PNW / Pinnacle West Capital Oakworth Capital, Inc. 58 58 0.00
2026-04-24 13F-HR PNW / Pinnacle West Capital Yousif Capital Management, Llc 25,550 25,092 -1.79
2026-04-24 13F-HR PNW / Pinnacle West Capital Root Financial Partners, LLC 330 885 168.18
2026-04-24 13F-HR NEE / NextEra Energy Sumitomo Mitsui DS Asset Management Company, Ltd 568,580 523,005 -8.02
2026-04-24 13F-HR NEE / NextEra Energy Peoples Bank /oh 3,178 3,177 -0.03
2026-04-24 13F-HR NEE / NextEra Energy Key FInancial Inc 2,611 2,502 -4.17
2026-04-24 13F-HR NEE / NextEra Energy Retirement Systems of Alabama 443,044 442,260 -0.18
2026-04-24 13F-HR NEE / NextEra Energy Medallion Wealth Advisors, LLC 406 479 17.98
2026-04-24 13F-HR NEE / NextEra Energy Medallion Wealth Advisors, LLC 406
2026-04-24 13F-HR NEE / NextEra Energy Luminist Capital LLC 63 0 -100.00
2026-04-24 13F-HR NEE / NextEra Energy IFM Investors Pty Ltd 531,082 524,530 -1.23
2026-04-24 13F-HR NEE / NextEra Energy KC Investment Advisors, LLC 11,807 16,175 37.00
2026-04-24 13F-HR NEE / NextEra Energy Peregrine Asset Advisers, Inc. 2,667 3,277 22.87
2026-04-24 13F-HR ETR / Entergy TKG Advisors, LLC 61,757 61,163 -0.96
2026-04-24 13F-HR EIX / Edison International Medallion Wealth Advisors, LLC 15 15 0.00
2026-04-24 13F-HR NEE / NextEra Energy Canton Hathaway, LLC 18,563 18,363 -1.08
2026-04-24 13F-HR NEE / NextEra Energy Deprince Race & Zollo Inc 258,050 257,250 -0.31
2026-04-24 13F-HR NEE / NextEra Energy Balentine LLC 2,801 2,687 -4.07
2026-04-24 13F-HR NEE / NextEra Energy Financial Life Planners 0 320
2026-04-24 13F-HR NEE / NextEra Energy Vision Capital Management, Inc. 57,593 57,315 -0.48
2026-04-24 13F-HR NEE / NextEra Energy Horizon Wealth Management, LLC 6,182 6,221 0.63
2026-04-24 13F-HR NEE / NextEra Energy CHICAGO TRUST Co NA 25,152 24,056 -4.36
2026-04-24 13F-HR NEE / NextEra Energy Root Financial Partners, LLC 1,702 2,009 18.04
2026-04-24 13F-HR NRG / NRG Energy Medallion Wealth Advisors, LLC 17 17 0.00
2026-04-24 13F-HR EIX / Edison International Retirement Systems of Alabama 81,857 81,712 -0.18
2026-04-24 13F-HR NRG / NRG Energy Medallion Wealth Advisors, LLC 17 17 0.00
2026-04-24 13F-HR TXNM / TXNM Energy Yousif Capital Management, Llc 30,181 28,674 -4.99
2026-04-24 13F-HR TXNM / TXNM Energy Root Financial Partners, LLC 96 172 79.17
2026-04-24 SCHEDULE 13G/A TXNM / TXNM Energy BlackRock, Inc. 11,615,539 12,545,112 8.00
2026-04-24 13F-HR PPL / PPL Oakworth Capital, Inc. 2,336 2,336 0.00
2026-04-24 13F-HR NRG / NRG Energy Keybank National Association/oh 2,141 2,295 7.19
2026-04-24 13F-HR PPL / PPL Medallion Wealth Advisors, LLC 850
2026-04-24 13F-HR PPL / PPL IFM Investors Pty Ltd 159,956 164,350 2.75
2026-04-24 13F-HR PPL / PPL Legend Financial Advisors, Inc. 8,471
2026-04-24 13F-HR PPL / PPL Bayban 2,238 2,238 0.00
2026-04-24 13F-HR HE / Hawaiian Electric Industries Eagle Bay Advisors LLC 1,915 0 -100.00
2026-04-24 13F-HR PPL / PPL Medallion Wealth Advisors, LLC 850 3,923 361.53
2026-04-24 13F-HR PPL / PPL Keybank National Association/oh 8,783 11,108 26.47
2026-04-24 13F-HR PPL / PPL Fulton Bank, N.a. 58,741 59,097 0.61
2026-04-24 13F-HR EIX / Edison International Lynx Investment Advisory 9,216 9,518 3.28
2026-04-24 13F-HR PPL / PPL Essex Financial Services, Inc. 10,337 0 -100.00
2026-04-24 13F-HR PNW / Pinnacle West Capital Key FInancial Inc 4,900 4,900 0.00
2026-04-24 13F-HR PNW / Pinnacle West Capital United Community Bank 7 7 0.00
2026-04-24 13F-HR DYN / Dyne Therapeutics Strs Ohio 2,600 0 -100.00
2026-04-24 13F-HR PNW / Pinnacle West Capital IFM Investors Pty Ltd 0 8,517
2026-04-24 13F-HR PNW / Pinnacle West Capital Strs Ohio 2,854 2,849 -0.18
2026-04-24 13F-HR PNW / Pinnacle West Capital UMA Financial Services, Inc. 34 61 79.41
2026-04-24 13F-HR EIX / Edison International Raiffeisen Bank International AG 344 344 0.00
2026-04-24 13F-HR NEE / NextEra Energy Raiffeisen Bank International AG 13,486 21,607 60.22
2026-04-24 13F-HR EIX / Edison International Mitchell Mcleod Pugh & Williams Inc 6,858 6,858 0.00
2026-04-24 13F-HR EIX / Edison International Bayban 100 100 0.00
2026-04-24 13F-HR NEE / NextEra Energy Mitchell Mcleod Pugh & Williams Inc 16,978 17,072 0.55
2026-04-24 13F-HR NEE / NextEra Energy Severin Investments, LLC 3,027 9,210 204.26
2026-04-24 13F-HR NEE / NextEra Energy Walker Asset Management, LLC 4,903 5,010 2.18
2026-04-24 13F-HR NEE / NextEra Energy Blue Capital, Inc. 0 30,184
2026-04-24 13F-HR EIX / Edison International Abacus Wealth Partners, LLC 8,853 10,801 22.00
2026-04-24 13F-HR NEE / NextEra Energy Medallion Wealth Advisors, LLC 404 392 -2.97
2026-04-24 13F-HR ES / Eversource Energy Midwest Capital Advisors, LLC 155 155 0.00
2026-04-24 13F-HR NRG / NRG Energy Medallion Wealth Advisors, LLC 17
2026-04-24 13F-HR NEE / NextEra Energy Oakworth Capital, Inc. 22,195 22,624 1.93
2026-04-24 13F-HR ES / Eversource Energy Essex Financial Services, Inc. 18,873 19,405 2.82
2026-04-24 13F-HR NEE / NextEra Energy Zwj Investment Counsel Inc 21,205 21,423 1.03
2026-04-24 13F-HR NEE / NextEra Energy Saxony Capital Management, LLC 5,419 5,543 2.29
2026-04-24 13F-HR NEE / NextEra Energy Charter Oak Capital Management, LLC 12,718 12,404 -2.47
2026-04-24 13F-HR ETR / Entergy Fulton Bank, N.a. 5,740 5,902 2.82
2026-04-24 13F-HR NEE / NextEra Energy Legend Financial Advisors, Inc. 3,149 3,149 0.00
2026-04-24 13F-HR NEE / NextEra Energy Patten Group, Inc. 31,315 31,047 -0.86
2026-04-24 13F-HR ETR / Entergy Vision Financial Markets Llc 2,200 2,200 0.00
2026-04-24 13F-HR ETR / Entergy Strs Ohio 340,096 348,080 2.35
2026-04-24 13F-HR ETR / Entergy Argent Advisors, Inc. 7,788 5,510 -29.25
2026-04-24 13F-HR ETR / Entergy James Investment Research Inc 5,838 5,703 -2.31
2026-04-24 13F-HR EIX / Edison International UMA Financial Services, Inc. 305 334 9.51
2026-04-24 13F-HR TXNM / TXNM Energy Retirement Systems of Alabama 117,651 120,178 2.15
2026-04-24 13F-HR NEE / NextEra Energy Mitchell & Pahl Private Wealth, Llc 39,215 39,222 0.02
2026-04-24 13F-HR NEE / NextEra Energy Argent Advisors, Inc. 6,138 6,194 0.91
2026-04-24 13F-HR EIX / Edison International Keybank National Association/oh 4,203 6,326 50.51
2026-04-24 13F-HR EIX / Edison International Yousif Capital Management, Llc 47,951 45,521 -5.07
2026-04-24 13F-HR EIX / Edison International Strs Ohio 9,130 9,116 -0.15
2026-04-24 13F-HR NEE / NextEra Energy Lederer & Associates Investment Counsel/ca 27,648 27,277 -1.34
2026-04-24 13F-HR TXNM / TXNM Energy Capricorn Fund Managers Ltd 88,529 151,009 70.58
2026-04-24 13F-HR NRG / NRG Energy Yousif Capital Management, Llc 20,706 21,797 5.27
2026-04-24 13F-HR NEE / NextEra Energy KPP Advisory Services LLC 15,208 14,702 -3.33
2026-04-24 13F-HR NEE / NextEra Energy Semus Wealth Partners LLC 5,946 6,036 1.51
2026-04-24 13F-HR NEE / NextEra Energy Stock Yards Bank & Trust Co 542,500 537,624 -0.90
2026-04-24 13F-HR EIX / Edison International Root Financial Partners, LLC 268 2,312 762.69
2026-04-24 13F-HR NEE / NextEra Energy EJMK Ventures LLC 4,751 4,926 3.68
2026-04-24 13F-HR NEE / NextEra Energy Bellevue Asset Management, Llc 290 291 0.34
2026-04-24 13F-HR ETR / Entergy United Community Bank 272 30 -88.97
2026-04-24 13F-HR OGE / OGE Energy United Community Bank 400 0 -100.00
2026-04-24 13F-HR OGE / OGE Energy UMA Financial Services, Inc. 74 115 55.41
2026-04-24 13F-HR NRG / NRG Energy Eagle Bay Advisors LLC 138 0 -100.00
2026-04-24 13F-HR OGE / OGE Energy Retirement Systems of Alabama 483,384 493,498 2.09
2026-04-24 13F-HR ES / Eversource Energy BetterWealth, LLC 15,499 9,499 -38.71
2026-04-24 13F-HR ES / Eversource Energy USS Investment Management Ltd 55,447 60,510 9.13
2026-04-24 13F-HR NRG / NRG Energy Medallion Wealth Advisors, LLC 17 17 0.00
2026-04-24 13F-HR NRG / NRG Energy IFM Investors Pty Ltd 31,550 35,102 11.26
2026-04-24 13F-HR NRG / NRG Energy UMA Financial Services, Inc. 20 22 10.00
2026-04-24 13F-HR ES / Eversource Energy Medallion Wealth Advisors, LLC 2,385 2,127 -10.82
2026-04-24 13F-HR ES / Eversource Energy Sumitomo Mitsui DS Asset Management Company, Ltd 67,181 68,016 1.24
2026-04-24 13F-HR NRG / NRG Energy Sumitomo Mitsui DS Asset Management Company, Ltd 24,710 25,548 3.39
2026-04-24 13F-HR PPL / PPL Key FInancial Inc 3,645 3,645 0.00
2026-04-24 13F-HR NRG / NRG Energy Vision Financial Markets Llc 129 129 0.00
2026-04-24 13F-HR NRG / NRG Energy Strs Ohio 40,009 55,397 38.46
2026-04-24 13F-HR NRG / NRG Energy Fulton Bank, N.a. 2,234 2,768 23.90
2026-04-24 13F-HR NRG / NRG Energy Financial Life Planners 2,954 2,593 -12.22
2026-04-24 13F-HR OGE / OGE Energy Strs Ohio 4,812 5,029 4.51
2026-04-24 13F-HR PPL / PPL Medallion Wealth Advisors, LLC 3,844 3,844 0.00
2026-04-24 13F-HR OGE / OGE Energy IFM Investors Pty Ltd 14,515 15,033 3.57
2026-04-24 13F-HR ES / Eversource Energy Raiffeisen Bank International AG 96,661 87,626 -9.35
2026-04-24 13F-HR ES / Eversource Energy Retirement Systems of Alabama 471,199 471,058 -0.03
2026-04-24 13F-HR ES / Eversource Energy Bayban 210 210 0.00
2026-04-24 13F-HR NRG / NRG Energy Root Financial Partners, LLC 379 517 36.41
2026-04-24 13F-HR OGE / OGE Energy Yousif Capital Management, Llc 64,936 63,039 -2.92
2026-04-24 13F-HR ETR / Entergy Mitchell Mcleod Pugh & Williams Inc 2,563 2,563 0.00
2026-04-24 13F-HR PPL / PPL Medallion Wealth Advisors, LLC 3,923 3,923 0.00
2026-04-24 13F-HR ETR / Entergy FRG Family Wealth Advisors LLC 3,390 3,390 0.00
2026-04-24 13F-HR OGE / OGE Energy KC Investment Advisors, LLC 9,636 9,628 -0.08
2026-04-24 13F-HR PPL / PPL UMA Financial Services, Inc. 165 282 70.91
2026-04-24 13F-HR PPL / PPL Newton One Investments LLC 1,524 1,524 0.00
2026-04-24 13F-HR HE / Hawaiian Electric Industries Yousif Capital Management, Llc 46,257 45,852 -0.88
2026-04-24 13F-HR ES / Eversource Energy Argent Advisors, Inc. 25,460 25,858 1.56
2026-04-24 13F-HR ETR / Entergy Retirement Systems of Alabama 592,693 593,743 0.18
2026-04-24 13F-HR ETR / Entergy Oakworth Capital, Inc. 1,543 1,410 -8.62
2026-04-24 13F-HR PNW / Pinnacle West Capital Sumitomo Mitsui DS Asset Management Company, Ltd 3,435 3,435 0.00
2026-04-24 13F-HR NRG / NRG Energy United Community Bank 2,401 3,120 29.95
2026-04-24 13F-HR OGE / OGE Energy Root Financial Partners, LLC 283 598 111.31
2026-04-24 13F-HR OGE / OGE Energy Lynx Investment Advisory 23,679 24,103 1.79
2026-04-24 13F-HR HE / Hawaiian Electric Industries IFM Investors Pty Ltd 12,449 11,576 -7.01
2026-04-24 13F-HR HE / Hawaiian Electric Industries Deltec Asset Management Llc 36,886 10,000 -72.89
2026-04-24 13F-HR HE / Hawaiian Electric Industries UMA Financial Services, Inc. 94 94 0.00
2026-04-24 13F-HR HE / Hawaiian Electric Industries Strs Ohio 74,900 64,200 -14.29
2026-04-24 13F-HR HE / Hawaiian Electric Industries Root Financial Partners, LLC 84 121 44.05
2026-04-24 13F-HR HE / Hawaiian Electric Industries Essex Financial Services, Inc. 26,257
2026-04-24 13F-HR NRG / NRG Energy Key FInancial Inc 325 325 0.00
2026-04-24 SCHEDULE 13G/A HE / Hawaiian Electric Industries BlackRock, Inc. 27,798,093 25,323,022 -8.90
2026-04-24 13F-HR ETR / Entergy IFM Investors Pty Ltd 111,966 113,819 1.65
2026-04-24 13F-HR NRG / NRG Energy Retirement Systems of Alabama 40,769 45,098 10.62
2026-04-24 13F-HR EIX / Edison International Raiffeisen Bank International AG 28,450 25,087 -11.82
2026-04-24 13F-HR EIX / Edison International Oakworth Capital, Inc. 125 0 -100.00
2026-04-24 13F-HR EIX / Edison International Sumitomo Mitsui DS Asset Management Company, Ltd 47,633 48,697 2.23
2026-04-24 13F-HR ES / Eversource Energy Oakworth Capital, Inc. 491 400 -18.53
2026-04-24 13F-HR ES / Eversource Energy Means Investment Co., Inc. 3,010 0 -100.00
2026-04-24 13F-HR NRG / NRG Energy Oakworth Capital, Inc. 80 80 0.00
2026-04-24 13F-HR ETR / Entergy Yousif Capital Management, Llc 51,008 57,036 11.82
2026-04-24 13F-HR EIX / Edison International Michels Family Financial, LLC 15,595 15,559 -0.23
2026-04-24 13F-HR EIX / Edison International Key FInancial Inc 552 552 0.00
2026-04-24 13F-HR NRG / NRG Energy Redwood Wealth Management Group, LLC 1,258 0 -100.00
2026-04-24 13F-HR ETR / Entergy Severin Investments, LLC 4,309 4,765 10.58
2026-04-24 13F-HR NEE / NextEra Energy Bayban 6,114 10,987 79.70
2026-04-24 13F-HR NEE / NextEra Energy United Community Bank 19,909 18,746 -5.84
2026-04-24 13F-HR NEE / NextEra Energy Eagle Bay Advisors LLC 3,610 0 -100.00
2026-04-24 13F-HR ETR / Entergy USS Investment Management Ltd 67,974 67,974 0.00
2026-04-24 13F-HR ES / Eversource Energy United Community Bank 8 8 0.00
2026-04-24 13F-HR EIX / Edison International Medallion Wealth Advisors, LLC 54 15 -72.22
2026-04-24 13F-HR NEE / NextEra Energy Medallion Wealth Advisors, LLC 405 404 -0.25
2026-04-24 13F-HR ES / Eversource Energy Medallion Wealth Advisors, LLC 2,127 2,628 23.55
2026-04-24 13F-HR ES / Eversource Energy Financial Life Planners 0 192
2026-04-24 13F-HR HNRG / Hallador Energy UMA Financial Services, Inc. 68 68 0.00
2026-04-24 13F-HR ETR / Entergy Harrison Street Private Wealth LLC 35,870
2026-04-24 13F-HR ES / Eversource Energy Medallion Wealth Advisors, LLC 2,197 2,381 8.38
2026-04-24 13F-HR ES / Eversource Energy Keybank National Association/oh 8,090 10,727 32.60
2026-04-24 13F-HR ES / Eversource Energy Medallion Wealth Advisors, LLC 2,383 2,385 0.08
2026-04-24 13F-HR ES / Eversource Energy Medallion Wealth Advisors, LLC 2,197
2026-04-24 13F-HR ES / Eversource Energy Medallion Wealth Advisors, LLC 2,381 2,383 0.08
2026-04-24 13F-HR ES / Eversource Energy Root Financial Partners, LLC 538 1,157 115.06
2026-04-24 13F-HR ES / Eversource Energy Twin City Private Wealth, Llc 13,215 13,637 3.19
2026-04-24 13F-HR ES / Eversource Energy UMA Financial Services, Inc. 127 143 12.60
2026-04-24 13F-HR ES / Eversource Energy IFM Investors Pty Ltd 124,273 109,855 -11.60
2026-04-24 13F-HR EIX / Edison International Medallion Wealth Advisors, LLC 15 15 0.00
2026-04-24 13F-HR ETR / Entergy Key FInancial Inc 8 8 0.00
2026-04-24 13F-HR ES / Eversource Energy Boston Trust Walden Corp 669,728 646,277 -3.50
2026-04-24 13F-HR NEE / NextEra Energy Vision Financial Markets Llc 1,264 1,264 0.00
2026-04-24 13F-HR ES / Eversource Energy Yousif Capital Management, Llc 135,648 132,758 -2.13
2026-04-24 13F-HR ES / Eversource Energy Zwj Investment Counsel Inc 155,265 151,051 -2.71
2026-04-24 13F-HR ES / Eversource Energy Charter Oak Capital Management, LLC 3,477 3,477 0.00
2026-04-24 13F-HR ES / Eversource Energy Strs Ohio 8,897 8,982 0.96
2026-04-24 13F-HR ETR / Entergy KC Investment Advisors, LLC 2,952 2,770 -6.17
2026-04-24 13F-HR HNRG / Hallador Energy Strs Ohio 14,600 14,600 0.00
2026-04-24 13F-HR ETR / Entergy Peregrine Asset Advisers, Inc. 0 42,667
2026-04-24 13F-HR ES / Eversource Energy Abacus Wealth Partners, LLC 7,906 10,521 33.08
2026-04-24 13F-HR ETR / Entergy Keybank National Association/oh 7,406 11,198 51.20
2026-04-24 13F-HR ES / Eversource Energy Vision Financial Markets Llc 1,506 1,506 0.00
2026-04-24 13F-HR ETR / Entergy UMA Financial Services, Inc. 242 377 55.79
2026-04-24 13F-HR EIX / Edison International Medallion Wealth Advisors, LLC 54 54 0.00
2026-04-24 13F-HR NRG / NRG Energy Medallion Wealth Advisors, LLC 17 17 0.00
2026-04-24 13F-HR EIX / Edison International Medallion Wealth Advisors, LLC 15 54 260.00
2026-04-24 13F-HR EIX / Edison International Medallion Wealth Advisors, LLC 15
2026-04-24 13F-HR NEE / NextEra Energy Heritage Investors Management Corp 171,709 169,153 -1.49
2026-04-24 13F-HR NEE / NextEra Energy UMA Financial Services, Inc. 841 964 14.63
2026-04-24 13F-HR NEE / NextEra Energy James Investment Research Inc 18,644 18,320 -1.74
2026-04-24 13F-HR NEE / NextEra Energy Cane Capital Partners, LLC 2,771 2,271 -18.04
2026-04-24 13F-HR EIX / Edison International IFM Investors Pty Ltd 119,661 112,394 -6.07
2026-04-24 13F-HR ETR / Entergy Root Financial Partners, LLC 1,208 1,263 4.55
2026-04-24 13F-HR ETR / Entergy Stock Yards Bank & Trust Co 6,982 7,087 1.50
2026-04-24 13F-HR ETR / Entergy Twin City Private Wealth, Llc 30,310 14,442 -52.35
2026-04-24 13F-HR ETR / Entergy Essex Financial Services, Inc. 3,068 2,620 -14.60
2026-04-24 13F-HR ETR / Entergy Sumitomo Mitsui DS Asset Management Company, Ltd 59,279 60,004 1.22
2026-04-24 13F-HR NEE / NextEra Energy Merited Wealth, LLC 500 0 -100.00
2026-04-24 13F-HR NEE / NextEra Energy USS Investment Management Ltd 334,914 345,226 3.08
2026-04-24 13F-HR HNRG / Hallador Energy Lubar & Co., Inc 5,452,019 5,452,019 0.00
2026-04-24 13F-HR EIX / Edison International Vision Capital Management, Inc. 0 3,027
2026-04-24 13F-HR OGE / OGE Energy Key FInancial Inc 34 34 0.00
2026-04-24 13F-HR ES / Eversource Energy Key FInancial Inc 22 13 -40.91
2026-04-24 13F-HR NRG / NRG Energy Medallion Wealth Advisors, LLC 17 17 0.00
2026-04-24 13F-HR EIX / Edison International USS Investment Management Ltd 78,515 85,116 8.41
2026-04-24 13F-HR EIX / Edison International Argent Advisors, Inc. 19,309 19,633 1.68
2026-04-24 13F-HR NEE / NextEra Energy TSG Advice Partners, LLC 2,496
2026-04-24 13F-HR EIX / Edison International Essex Financial Services, Inc. 6,686 7,324 9.54
2026-04-24 13F-HR TXNM / TXNM Energy CIBRA Capital Ltd 283,458
2026-04-24 13F-HR EIX / Edison International Twin City Private Wealth, Llc 15,760 15,498 -1.66
2026-04-24 13F-HR NEE / NextEra Energy Jacobsen Capital Management 4,975 4,976 0.02