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)
2026-04-23 13F-HR FE / FirstEnergy J.w. Cole Advisors, Inc. 16,972 0 -100.00
2026-04-23 13F-HR ORA / Ormat Technologies Farmers & Merchants Investments Inc 51 52 1.96
2026-04-23 13F-HR CWEN / Clearway Energy CWM Advisors, LLC 38,775 0 -100.00
2026-04-23 13F-HR FE / FirstEnergy iA Global Asset Management Inc. 46,783
2026-04-23 13F-HR D / Dominion Energy Summit Wealth Group Llc / Co 4,283 4,493 4.90
2026-04-23 13F-HR FE / FirstEnergy Accurate Wealth Management, LLC 0 6,666
2026-04-23 13F-HR D / Dominion Energy Brown Miller Wealth Management, LLC 5,794 6,085 5.02
2026-04-23 13F-HR CWEN.A / Clearway Energy CWM Advisors, LLC 366 754 106.01
2026-04-23 13F-HR IDA / IDACORP Farmers & Merchants Investments Inc 47 47 0.00
2026-04-23 13F-HR DTE / DTE Energy 626 Financial, LLC 1,822 1,523 -16.41
2026-04-23 13F-HR KEP / Korea Electric Power Corporation - Depositary Receipt CWM Advisors, LLC 6,009 5,102 -15.09
2026-04-23 13F-HR SO / Southern J.w. Cole Advisors, Inc. 85,860 0 -100.00
2026-04-23 13F-HR OTTR / Otter Tail SJS Investment Consulting Inc. 3 3 0.00
2026-04-23 13F-HR FE / FirstEnergy North Star Investment Management Corp. 1,066 1,084 1.69
2026-04-23 13F-HR D / Dominion Energy Harbor Investment Advisory, Llc 1,455 1,393 -4.26
2026-04-23 13F-HR D / Dominion Energy Intrua Financial, LLC 4,230 3,864 -8.65
2026-04-23 13F-HR SO / Southern iA Global Asset Management Inc. 186,800 186,800 0.00
2026-04-23 13F-HR CWEN.A / Clearway Energy Private Wealth Management Group, LLC 161 161 0.00
2026-04-23 13F-HR CWEN / Clearway Energy Private Wealth Management Group, LLC 61 61 0.00
2026-04-23 13F-HR IDA / IDACORP Summit Wealth Group Llc / Co 1,932 2,054 6.31
2026-04-23 13F-HR DTE / DTE Energy iA Global Asset Management Inc. 14,907 0 -100.00
2026-04-23 13F-HR DTE / DTE Energy Balanced Wealth Group Llc 3,088 3,089 0.03
2026-04-23 13F-HR FE / FirstEnergy Simmons Bank 0 4,446
2026-04-23 13F-HR KEP / Korea Electric Power Corporation - Depositary Receipt Global Trust Asset Management, LLC 2,000
2026-04-23 13F-HR BEPC / Brookfield Renewable Comprehensive Money Management Services LLC 25,355 25,675 1.26
2026-04-23 13F-HR SO / Southern waypoint wealth counsel 2,392 0 -100.00
2026-04-23 13F-HR CNP / CenterPoint Energy MQS Management LLC 13,426 5,145 -61.68
2026-04-23 13F-HR EMA / Emera SJS Investment Consulting Inc. 2
2026-04-23 13F-HR FE / FirstEnergy Balanced Wealth Group Llc 28,261 25,663 -9.19
2026-04-23 13F-HR FE / FirstEnergy Farmers & Merchants Investments Inc 365 365 0.00
2026-04-23 13F-HR D / Dominion Energy Farmers & Merchants Trust Co of Chambersburg PA 260 260 0.00
2026-04-23 13F-HR D / Dominion Energy MQS Management LLC 0 4,570
2026-04-23 13F-HR D / Dominion Energy SJS Investment Consulting Inc. 113 126 11.50
2026-04-23 13F-HR D / Dominion Energy Simmons Bank 28,792 33,187 15.26
2026-04-23 13F-HR SO / Southern Summit Wealth Group Llc / Co 5,457 6,948 27.32
2026-04-23 13F-HR SO / Southern Vista Investment Partners Ii, Llc 5,664 4,885 -13.75
2026-04-23 13F-HR/A D / Dominion Energy Courier Capital Llc 29,845 26,580 -10.94
2026-04-23 13F-HR CWEN.A / Clearway Energy SJS Investment Consulting Inc. 3 4 33.33
2026-04-23 13F-HR CWEN / Clearway Energy North Star Investment Management Corp. 228 228 0.00
2026-04-23 13F-HR CWEN / Clearway Energy SJS Investment Consulting Inc. 207 215 3.86
2026-04-23 13F-HR CWEN / Clearway Energy Simmons Bank 12,500 12,500 0.00
2026-04-23 13F-HR IDA / IDACORP North Star Investment Management Corp. 275 275 0.00
2026-04-23 13F-HR IDA / IDACORP Asset Planning,Inc 545 548 0.55
2026-04-23 13F-HR DTE / DTE Energy SageGuard Financial Group, LLC 2,071 2,072 0.05
2026-04-23 13F-HR DTE / DTE Energy MQS Management LLC 4,594 4,567 -0.59
2026-04-23 13F-HR DTE / DTE Energy Folger Nolan Fleming Douglas Capital Management, Inc 1,738 1,728 -0.58
2026-04-23 13F-HR FE / FirstEnergy TFC Financial Management 4 4 0.00
2026-04-23 13F-HR FE / FirstEnergy CWM Advisors, LLC 5 5 0.00
2026-04-23 13F-HR AQN / Algonquin Power & Utilities SJS Investment Consulting Inc. 400 400 0.00
2026-04-23 13F-HR KEP / Korea Electric Power Corporation - Depositary Receipt North Star Investment Management Corp. 242 33 -86.36
2026-04-23 13F-HR FTS / Fortis Lansforsakringar Fondforvaltning AB (publ) 113,108 115,172 1.82
2026-04-23 13F-HR BEPC / Brookfield Renewable SJS Investment Consulting Inc. 6 6 0.00
2026-04-23 13F-HR CNP / CenterPoint Energy Private Wealth Management Group, LLC 105 105 0.00
2026-04-23 13F-HR D / Dominion Energy North Star Investment Management Corp. 3,845 3,837 -0.21
2026-04-23 13F-HR CNP / CenterPoint Energy Harbor Investment Advisory, Llc 1,034 709 -31.43
2026-04-23 13F-HR CNP / CenterPoint Energy CWM Advisors, LLC 76,982 77,204 0.29
2026-04-23 13F-HR BEPC / Brookfield Renewable Lansforsakringar Fondforvaltning AB (publ) 29,855 29,855 0.00
2026-04-23 13F-HR CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt CWM Advisors, LLC 4,423 4,738 7.12
2026-04-23 13F-HR SPIN / SSGA Active Trust - State Street US Equity Premium Income ETF WealthPoint Financial, LLC 14,957 14,957 0.00
2026-04-23 13F-HR SKYH / Sky Harbour Group TFC Financial Management 250 250 0.00
2026-04-23 13F-HR FE / FirstEnergy Private Wealth Management Group, LLC 290 288 -0.69
2026-04-23 13F-HR FE / FirstEnergy Harbor Investment Advisory, Llc 18,479 18,214 -1.43
2026-04-23 13F-HR SO / Southern Global Trust Asset Management, LLC 663 663 0.00
2026-04-23 13F-HR D / Dominion Energy Capital Management Corp /va 5,789 4,500 -22.27
2026-04-23 13F-HR D / Dominion Energy J.w. Cole Advisors, Inc. 27,951 28,238 1.03
2026-04-23 13F-HR D / Dominion Energy Global Trust Asset Management, LLC 34 34 0.00
2026-04-23 13F-HR SO / Southern Blue Rock Wealth Management LLC 7,815 7,815 0.00
2026-04-23 13F-HR D / Dominion Energy Forum Financial Management, LP 6,725 7,148 6.29
2026-04-23 13F-HR D / Dominion Energy McMillan Office, Inc. 7,393 7,393 0.00
2026-04-23 13F-HR D / Dominion Energy Fairway Wealth LLC 1,750 1,750 0.00
2026-04-23 13F-HR SO / Southern Howard Bailey Securities, Llc 3,115 0 -100.00
2026-04-23 13F-HR SO / Southern 3Chopt Investment Partners, LLC 6,239 7,343 17.70
2026-04-23 13F-HR BKH / Black Hills Asset Planning,Inc 1,440 1,453 0.90
2026-04-23 13F-HR BKH / Black Hills Intrua Financial, LLC 5,845 5,824 -0.36
2026-04-23 13F-HR D / Dominion Energy Asset Planning,Inc 1,839 2,139 16.31
2026-04-23 13F-HR D / Dominion Energy Graver Capital Management, LLC 8,000 8,000 0.00
2026-04-23 13F-HR SO / Southern Farmers & Merchants Trust Co of Chambersburg PA 28,332 28,332 0.00
2026-04-23 13F-HR CWEN.A / Clearway Energy Farmers & Merchants Investments Inc 65 65 0.00
2026-04-23 13F-HR SO / Southern Pathway Financial Advisers, LLC 43,869 45,115 2.84
2026-04-23 13F-HR CWEN / Clearway Energy Castellan Group, LLC 130,242 142,230 9.20
2026-04-23 13F-HR SO / Southern Capital Investment Counsel, LLC 60,608 61,772 1.92
2026-04-23 13F-HR CWEN / Clearway Energy TFC Financial Management 563 563 0.00
2026-04-23 13F-HR SO / Southern McMillan Office, Inc. 2,800 2,800 0.00
2026-04-23 13F-HR SO / Southern Asset Planning,Inc 12,865 12,868 0.02
2026-04-23 13F-HR SO / Southern Daviman Financial, LLC 7,388 7,446 0.79
2026-04-23 13F-HR/A CWEN / Clearway Energy Courier Capital Llc 33,193 33,006 -0.56
2026-04-23 13F-HR IDA / IDACORP SJS Investment Consulting Inc. 5 7 40.00
2026-04-23 13F-HR IDA / IDACORP CWM Advisors, LLC 3,685 3,598 -2.36
2026-04-23 13F-HR DTE / DTE Energy J.w. Cole Advisors, Inc. 20,420 0 -100.00
2026-04-23 13F-HR DTE / DTE Energy Accurate Wealth Management, LLC 1,791 1,799 0.45
2026-04-23 13F-HR DTE / DTE Energy North Star Investment Management Corp. 5,809 5,812 0.05
2026-04-23 13F-HR DTE / DTE Energy TFC Financial Management 39 39 0.00
2026-04-23 13F-HR DTE / DTE Energy McMillan Office, Inc. 3,808 3,808 0.00
2026-04-23 13F-HR DTE / DTE Energy Kohmann Bosshard Financial Services, LLC 1,000 1,000 0.00
2026-04-23 13F-HR D / Dominion Energy Howard Bailey Securities, Llc 4,273 0 -100.00
2026-04-23 13F-HR FE / FirstEnergy Farmers & Merchants Trust Co of Chambersburg PA 601 601 0.00
2026-04-23 13F-HR FE / FirstEnergy Impact Partnership Wealth, LLC 0 6,459
2026-04-23 13F-HR FE / FirstEnergy McMillan Office, Inc. 311 311 0.00
2026-04-23 13F-HR FE / FirstEnergy Kohmann Bosshard Financial Services, LLC 48,134 48,134 0.00
2026-04-23 13F-HR AQN / Algonquin Power & Utilities North Star Investment Management Corp. 1,800 1,800 0.00
2026-04-23 13F-HR BEPI / Brookfield BRP Holdings (Canada) Inc. - Corporate Bond J.w. Cole Advisors, Inc. 7,783 7,446 -4.33
2026-04-23 13F-HR BEPI / Brookfield BRP Holdings (Canada) Inc. - Corporate Bond SJS Investment Consulting Inc. 200 200 0.00
2026-04-23 13F-HR ORA / Ormat Technologies SJS Investment Consulting Inc. 7 11 57.14
2026-04-23 13F-HR ELPC / Companhia Paranaense de Energia - COPEL - Depositary Receipt SageGuard Financial Group, LLC 13,392 13,392 0.00
2026-04-23 13F-HR FTS / Fortis Farmers & Merchants Investments Inc 91,790 95,942 4.52
2026-04-23 13F-HR BEPC / Brookfield Renewable Forum Financial Management, LP 21,732 0 -100.00
2026-04-23 13F-HR CNP / CenterPoint Energy Asset Planning,Inc 350 350 0.00
2026-04-23 13F-HR CNP / CenterPoint Energy Simmons Bank 6,482 5,753 -11.25
2026-04-23 13F-HR ORA / Ormat Technologies CWM Advisors, LLC 4,239 6,043 42.56
2026-04-23 13F-HR CNP / CenterPoint Energy Intrua Financial, LLC 9,903 9,801 -1.03
2026-04-23 13F-HR CNP / CenterPoint Energy SJS Investment Consulting Inc. 77 197 155.84
2026-04-23 13F-HR OTTR / Otter Tail CWM Advisors, LLC 1 1 0.00
2026-04-23 13F-HR OTTR / Otter Tail Asset Planning,Inc 500 500 0.00
2026-04-23 13F-HR ORA / Ormat Technologies Private Wealth Management Group, LLC 1 1 0.00
2026-04-23 13F-HR D / Dominion Energy 3Chopt Investment Partners, LLC 25,152 29,261 16.34
2026-04-23 13F-HR CNP / CenterPoint Energy J.w. Cole Advisors, Inc. 19,023 18,843 -0.95
2026-04-23 13F-HR CNP / CenterPoint Energy TFC Financial Management 3 3 0.00
2026-04-23 13F-HR BESS / Bimergen Energy Kohmann Bosshard Financial Services, LLC 1 1 0.00
2026-04-23 13F-HR CNP / CenterPoint Energy Farmers & Merchants Investments Inc 450 445 -1.11
2026-04-23 13F-HR BEPI / Brookfield BRP Holdings (Canada) Inc. - Corporate Bond Scissortail Wealth Management, LLC 8,000
2026-04-23 13F-HR KEN / Kenon Holdings North Star Investment Management Corp. 5
2026-04-23 13F-HR ENIC / Enel Chile S.A. - Depositary Receipt CWM Advisors, LLC 21,132 21,539 1.93
2026-04-23 13F-HR FE / FirstEnergy Intrua Financial, LLC 5,373 5,927 10.31
2026-04-23 13F-HR CNP / CenterPoint Energy Forum Financial Management, LP 70,013 70,000 -0.02
2026-04-23 13F-HR D / Dominion Energy Blue Rock Wealth Management LLC 7,280 7,280 0.00
2026-04-23 13F-HR FE / FirstEnergy SJS Investment Consulting Inc. 715 717 0.28
2026-04-23 13F-HR SO / Southern PayPay Securities Corp 62 51 -17.74
2026-04-23 13F-HR SO / Southern North Star Investment Management Corp. 8,385 8,423 0.45
2026-04-23 13F-HR D / Dominion Energy Farmers & Merchants Investments Inc 14,520 14,511 -0.06
2026-04-23 13F-HR D / Dominion Energy WealthPoint Financial, LLC 3,655 3,655 0.00
2026-04-23 13F-HR SO / Southern Analyst IMS Investment Management Services Ltd. 2,606 2,877 10.40
2026-04-23 13F-HR ORA / Ormat Technologies Forum Financial Management, LP 2,529 0 -100.00
2026-04-23 13F-HR SO / Southern Accurate Wealth Management, LLC 19,824 21,241 7.15
2026-04-23 13F-HR D / Dominion Energy TFC Financial Management 14 14 0.00
2026-04-23 13F-HR SO / Southern Investment Planning Advisors, Inc. 6,415 7,573 18.05
2026-04-23 13F-HR SO / Southern BXM Wealth LLC 0 2,250
2026-04-23 13F-HR SO / Southern SageGuard Financial Group, LLC 3,104 3,320 6.96
2026-04-23 13F-HR D / Dominion Energy Sawyer & Company, Inc 1,677 1,623 -3.22
2026-04-23 13F-HR SO / Southern Guardian Wealth Management, LLC 2,346 2,130 -9.21
2026-04-23 13F-HR D / Dominion Energy Private Wealth Management Group, LLC 1,252 1,252 0.00
2026-04-23 13F-HR BKH / Black Hills North Star Investment Management Corp. 750 750 0.00
2026-04-23 13F-HR OTTR / Otter Tail Johnson Wealth Management, LLC 6,727 6,727 0.00
2026-04-23 13F-HR BKH / Black Hills Summit Wealth Group Llc / Co 2,998 5,650 88.46
2026-04-23 13F-HR BKH / Black Hills J.w. Cole Advisors, Inc. 3,396 3,416 0.59
2026-04-23 13F-HR BKH / Black Hills Farmers & Merchants Investments Inc 45,978 45,712 -0.58
2026-04-23 13F-HR SO / Southern Farmers & Merchants Investments Inc 13,490 12,990 -3.71
2026-04-23 13F-HR OPTT / Ocean Power Technologies J.w. Cole Advisors, Inc. 73,190 0 -100.00
2026-04-23 13F-HR BKH / Black Hills SJS Investment Consulting Inc. 5 8 60.00
2026-04-23 13F-HR BKH / Black Hills Private Wealth Management Group, LLC 97 97 0.00
2026-04-23 13F-HR BKH / Black Hills CWM Advisors, LLC 9,906 9,865 -0.41
2026-04-23 13F-HR SO / Southern S.E.E.D. Planning Group LLC 21,899 0 -100.00
2026-04-23 13F-HR SO / Southern TFC Financial Management 418 308 -26.32
2026-04-23 13F-HR D / Dominion Energy SevenBridge Financial Group, LLC 6,694 6,827 1.99
2026-04-23 13F-HR D / Dominion Energy Folger Nolan Fleming Douglas Capital Management, Inc 38,041 37,726 -0.83
2026-04-23 13F-HR SO / Southern West Bancorporation Inc 8,285 9,816 18.48
2026-04-23 13F-HR SO / Southern Willis Johnson & Associates, Inc. 4,062 4,045 -0.42
2026-04-23 13F-HR SO / Southern Bell Bank 127,901 131,097 2.50
2026-04-23 13F-HR SO / Southern WealthPoint Financial, LLC 3,250 3,250 0.00
2026-04-23 13F-HR SO / Southern Harbor Investment Advisory, Llc 1,023 2,323 127.08
2026-04-23 13F-HR SO / Southern Moss Adams Wealth Advisors LLC 5,268 5,610 6.49
2026-04-23 13F-HR SO / Southern Sawyer & Company, Inc 819 819 0.00
2026-04-23 13F-HR SO / Southern Cross Staff Investments Inc 5,835 5,835 0.00
2026-04-23 13F-HR SO / Southern Forum Financial Management, LP 4,817 6,252 29.79
2026-04-23 13F-HR OTTR / Otter Tail Bell Bank 4,086 4,086 0.00
2026-04-23 13F-HR SO / Southern Spinnaker Trust 4,428 4,178 -5.65
2026-04-23 13F-HR SO / Southern SJS Investment Consulting Inc. 115 227 97.39
2026-04-23 13F-HR SO / Southern Klein Pavlis & Peasley Financial, Inc. 22,719 23,654 4.12
2026-04-23 13F-HR SO / Southern Private Wealth Management Group, LLC 211 211 0.00
2026-04-23 13F-HR SO / Southern WMG Financial Advisors, LLC 6,800 7,106 4.50
2026-04-23 13F-HR SO / Southern Simmons Bank 75,839 81,719 7.75
2026-04-23 13F-HR SO / Southern Brown Miller Wealth Management, LLC 6,381 6,358 -0.36
2026-04-23 13F-HR SO / Southern Intrua Financial, LLC 5,433 5,479 0.85
2026-04-23 13F-HR SO / Southern Kohmann Bosshard Financial Services, LLC 416 416 0.00
2026-04-23 13F-HR SO / Southern Ferguson Shapiro LLC 4,313 4,316 0.07
2026-04-23 13F-HR SO / Southern Inman Jager Wealth Management, LLC 24,967 26,379 5.66
2026-04-23 13F-HR SO / Southern Members Wealth Llc 4,449 4,233 -4.86
2026-04-23 13F-HR SO / Southern Ewa, Llc 2,112
2026-04-23 13F-HR IDA / IDACORP Private Wealth Management Group, LLC 134 134 0.00
2026-04-23 13F-HR SO / Southern SevenBridge Financial Group, LLC 5,652 4,948 -12.46
2026-04-23 13F-HR SO / Southern Folger Nolan Fleming Douglas Capital Management, Inc 39,791 38,856 -2.35
2026-04-23 13F-HR OTTR / Otter Tail Farmers & Merchants Investments Inc 28 28 0.00
2026-04-23 13F-HR DTE / DTE Energy Arbor Wealth Advisors LLC 3,808 3,808 0.00
2026-04-23 13F-HR SO / Southern Ami Asset Management Corp 10,713 10,548 -1.54
2026-04-23 13F-HR SO / Southern Mayflower Financial Advisors, LLC 2,611 3,154 20.80
2026-04-23 13F-HR DTE / DTE Energy Farmers & Merchants Investments Inc 140 195 39.29
2026-04-23 13F-HR OTTR / Otter Tail North Star Investment Management Corp. 14,236 14,236 0.00
2026-04-23 13F-HR DTE / DTE Energy Harbor Investment Advisory, Llc 39 20 -48.72
2026-04-23 13F-HR DTE / DTE Energy SJS Investment Consulting Inc. 3,738 3,740 0.05
2026-04-23 13F-HR/A SO / Southern Courier Capital Llc 33,378 33,446 0.20
2026-04-23 13F-HR DTE / DTE Energy CWM Advisors, LLC 8 8 0.00
2026-04-23 13F-HR CNP / CenterPoint Energy North Star Investment Management Corp. 1,543 1,566 1.49
2026-04-23 13F-HR NEE / NextEra Energy Kohmann Bosshard Financial Services, LLC 1,290 1,230 -4.65
2026-04-23 13F-HR CEG / Constellation Energy Glass Jacobson Investment Advisors llc 903 904 0.11
2026-04-23 13F-HR NEE / NextEra Energy Bigelow Investment Advisors, LLC 20,646 20,633 -0.06
2026-04-23 13F-HR NEE / NextEra Energy Brown Miller Wealth Management, LLC 62,090 63,642 2.50
2026-04-23 13F-HR AEP / American Electric Power TFC Financial Management 951 951 0.00
2026-04-23 13F-HR CEG / Constellation Energy North Star Investment Management Corp. 5,847 5,856 0.15
2026-04-23 13F-HR PPL / PPL Intrua Financial, LLC 6,031 5,827 -3.38
2026-04-23 13F-HR NEE / NextEra Energy Castellan Group, LLC 51,924 54,095 4.18
2026-04-23 13F-HR NEE / NextEra Energy Moss Adams Wealth Advisors LLC 8,452 9,094 7.60
2026-04-23 13F-HR NEE / NextEra Energy Intrua Financial, LLC 9,878 9,606 -2.75
2026-04-23 13F-HR/A NEE / NextEra Energy Sarver Vrooman Wealth Advisors 661 644 -2.57
2026-04-23 13F-HR AEP / American Electric Power Scissortail Wealth Management, LLC 0 3,030
2026-04-23 13F-HR AEP / American Electric Power Asset Planning,Inc 115 941 718.26
2026-04-23 13F-HR CEG / Constellation Energy 3Chopt Investment Partners, LLC 1,064 1,071 0.66
2026-04-23 13F-HR PPL / PPL Harbor Investment Advisory, Llc 470 24 -94.89
2026-04-23 13F-HR PPL / PPL CWM Advisors, LLC 37 37 0.00
2026-04-23 13F-HR PNW / Pinnacle West Capital MQS Management LLC 0 3,231
2026-04-23 13F-HR NEE / NextEra Energy Lansforsakringar Fondforvaltning AB (publ) 647,421 667,937 3.17
2026-04-23 13F-HR NEE / NextEra Energy S.E.E.D. Planning Group LLC 169,450 148,628 -12.29
2026-04-23 13F-HR NEE / NextEra Energy Harbour Investment Management Llc 28,930 25,870 -10.58
2026-04-23 13F-HR NEE / NextEra Energy Private Wealth Management Group, LLC 445 441 -0.90
2026-04-23 13F-HR NEE / NextEra Energy Ewa, Llc 2,549
2026-04-23 13F-HR NEE / NextEra Energy Master's Wealth Management Inc. 5,468 6,115 11.83
2026-04-23 13F-HR/A NEE / NextEra Energy Courier Capital Llc 25,275 25,658 1.52
2026-04-23 13F-HR XIFR / XPLR Infrastructure, LP - Limited Partnership CWM Advisors, LLC 18,139 16,111 -11.18
2026-04-23 13F-HR AEP / American Electric Power J.w. Cole Advisors, Inc. 38,606 38,581 -0.06
2026-04-23 13F-HR AEP / American Electric Power Forum Financial Management, LP 0 1,915
2026-04-23 13F-HR AEP / American Electric Power Kohmann Bosshard Financial Services, LLC 100
2026-04-23 13F-HR CEG / Constellation Energy Accurate Wealth Management, LLC 1,833 1,681 -8.29
2026-04-23 13F-HR CEG / Constellation Energy Ameliora Wealth Management Ltd. 300 300 0.00
2026-04-23 13F-HR PPL / PPL North Star Investment Management Corp. 1,559 1,596 2.37
2026-04-23 13F-HR PPL / PPL TFC Financial Management 41 41 0.00
2026-04-23 13F-HR NRG / NRG Energy Brown Miller Wealth Management, LLC 2,148 0 -100.00
2026-04-23 13F-HR PPL / PPL McMillan Office, Inc. 4 4 0.00
2026-04-23 13F-HR PNW / Pinnacle West Capital SageGuard Financial Group, LLC 4,216 4,244 0.66
2026-04-23 13F-HR PNW / Pinnacle West Capital Farmers & Merchants Investments Inc 75 75 0.00
2026-04-23 13F-HR NEE / NextEra Energy iA Global Asset Management Inc. 0 163,684
2026-04-23 13F-HR NEE / NextEra Energy Analyst IMS Investment Management Services Ltd. 37,651 38,078 1.13
2026-04-23 13F-HR NEE / NextEra Energy North Star Investment Management Corp. 27,552 27,672 0.44
2026-04-23 13F-HR NEE / NextEra Energy Farmers & Merchants Investments Inc 112,722 115,628 2.58
2026-04-23 13F-HR NEE / NextEra Energy Global Trust Asset Management, LLC 59,024 60,377 2.29
2026-04-23 13F-HR NEE / NextEra Energy Wheelhouse Advisory Group LLC 2,859 2,765 -3.29
2026-04-23 13F-HR NEE / NextEra Energy Impact Partnership Wealth, LLC 6,850 0 -100.00
2026-04-23 13F-HR NEE / NextEra Energy SJS Investment Consulting Inc. 12,117 8,850 -26.96
2026-04-23 13F-HR NEE / NextEra Energy Pathway Financial Advisers, LLC 18,910 19,871 5.08
2026-04-23 13F-HR NEE / NextEra Energy Comprehensive Money Management Services LLC 2,335
2026-04-23 13F-HR NEE / NextEra Energy Granite Harbor Advisors, Inc. 15,038 14,337 -4.66
2026-04-23 13F-HR NEE / NextEra Energy Caliber Wealth Management, LLC / KS 37,014 37,535 1.41
2026-04-23 13F-HR NEE / NextEra Energy SevenBridge Financial Group, LLC 53,471 55,203 3.24
2026-04-23 13F-HR NEE / NextEra Energy Ami Asset Management Corp 6,187 10,581 71.02
2026-04-23 13F-HR POR / Portland General Electric Castellan Group, LLC 86,221 94,433 9.52
2026-04-23 13F-HR XIFR / XPLR Infrastructure, LP - Limited Partnership SJS Investment Consulting Inc. 100 100 0.00
2026-04-23 13F-HR AEP / American Electric Power North Star Investment Management Corp. 35,062 35,160 0.28
2026-04-23 13F-HR AEP / American Electric Power Farmers & Merchants Trust Co of Chambersburg PA 15 15 0.00
2026-04-23 13F-HR AEP / American Electric Power Global Trust Asset Management, LLC 0 2,472
2026-04-23 13F-HR AEP / American Electric Power Moss Adams Wealth Advisors LLC 1,916
2026-04-23 13F-HR AEP / American Electric Power McMillan Office, Inc. 511 511 0.00
2026-04-23 13F-HR AEP / American Electric Power Intrua Financial, LLC 5,096 4,419 -13.28
2026-04-23 13F-HR AEP / American Electric Power Powell Investment Advisors, LLC 6,709 6,709 0.00