Combination Electric And Gas, And Other Utility - 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)
2025-09-05 13F-HR DUK / Duke Energy Abn Amro Investment Solutions 3,532
2025-09-05 13F-HR DUK / Duke Energy Abn Amro Investment Solutions 3,532 3,532 0.00
2025-09-05 13F-HR DUK / Duke Energy Abn Amro Investment Solutions 3,753 3,612 -3.76
2025-09-05 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 94,219 72,537 -23.01
2025-09-05 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 98,137
2025-09-05 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 98,137 94,219 -3.99
2025-09-05 13F-HR DUK / Duke Energy Abn Amro Investment Solutions 4,054 3,753 -7.42
2025-09-05 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 68,043 39,980 -41.24
2025-09-05 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 72,537 68,043 -6.20
2025-09-05 13F-HR DUK / Duke Energy Abn Amro Investment Solutions 3,532 4,054 14.78
2025-09-05 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 325,692 281,692 -13.51
2025-09-05 13F-HR SRE / Sempra Abn Amro Investment Solutions 4,391 4,391 0.00
2025-09-05 13F-HR SRE / Sempra Abn Amro Investment Solutions 4,391
2025-09-05 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 325,692
2025-09-05 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 189,292 165,216 -12.72
2025-09-05 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 165,216 157,416 -4.72
2025-09-05 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 281,692 189,292 -32.80
2025-09-05 13F-HR SRE / Sempra Abn Amro Investment Solutions 4,391 0 -100.00
2025-09-04 13F-HR/A WEC / WEC Energy Group Advisor Group Holdings, Inc. 179,373 210,607 17.41
2025-09-04 13F-HR/A AVA / Avista Advisor Group Holdings, Inc. 42,157 44,205 4.86
2025-09-04 13F-HR/A GNE / Genie Energy Advisor Group Holdings, Inc. 6,142 34,248 457.60
2025-09-04 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 157,416 131,900 -16.21
2025-09-04 13F-HR PEG / Public Service Enterprise Group Abn Amro Investment Solutions 19,300
2025-09-04 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 131,900 110,900 -15.92
2025-09-04 13F-HR PEG / Public Service Enterprise Group ZynergyRetirementPlanningLLC 160 0 -100.00
2025-09-04 13F-HR/A NI / NiSource Advisor Group Holdings, Inc. 55,538 150,771 171.47
2025-09-04 13F-HR/A PEG / Public Service Enterprise Group Advisor Group Holdings, Inc. 81,860 213,302 160.57
2025-09-04 13F-HR PEG / Public Service Enterprise Group Abn Amro Investment Solutions 27,769 29,376 5.79
2025-09-04 13F-HR/A ALE / ALLETE Advisor Group Holdings, Inc. 20,177 24,115 19.52
2025-09-04 13F-HR XEL / Xcel Energy Abn Amro Investment Solutions 110,900 90,800 -18.12
2025-09-04 13F-HR/A PCG / PG&E Advisor Group Holdings, Inc. 405,578 439,973 8.48
2025-09-04 13F-HR PEG / Public Service Enterprise Group Abn Amro Investment Solutions 19,300 27,769 43.88
2025-09-04 13F-HR WEC / WEC Energy Group Reynders McVeigh Capital Management, LLC 3,744 3,454 -7.75
2025-09-04 13F-HR/A UGI / UGI Advisor Group Holdings, Inc. 27,394 33,593 22.63
2025-09-04 13F-HR/A XEL / Xcel Energy Advisor Group Holdings, Inc. 143,785 161,262 12.15
2025-09-04 13F-HR/A SRE / Sempra Advisor Group Holdings, Inc. 119,432 169,998 42.34
2025-09-04 13F-HR SRE / Sempra SevenBridge Financial Group, LLC 49,319 55,907 13.36
2025-09-04 13F-HR/A NOVAQ / Sunnova Energy International Advisor Group Holdings, Inc. 93 43 -53.76
2025-09-04 13F-HR/A SOL / Emeren Group Ltd - Depositary Receipt () Advisor Group Holdings, Inc. 2,332 2,149 -7.85
2025-09-04 13F-HR/A CLNE / Clean Energy Fuels Advisor Group Holdings, Inc. 20,156 22,990 14.06
2025-09-04 13F-HR DUK / Duke Energy ZynergyRetirementPlanningLLC 872 0 -100.00
2025-09-04 13F-HR DUK / Duke Energy V. M. Manning & Co., Inc. 19,394
2025-09-04 13F-HR DUK / Duke Energy SevenBridge Financial Group, LLC 29,288 34,582 18.08
2025-09-04 13F-HR/A EXC / Exelon Advisor Group Holdings, Inc. 192,261 229,017 19.12
2025-09-04 13F-HR/A DUKH / Northern Lights Fund Trust - Ocean Park High Income ETF Advisor Group Holdings, Inc. 950 950 0.00
2025-09-04 13F-HR DUK / Duke Energy Reynders McVeigh Capital Management, LLC 4,153 4,048 -2.53
2025-09-04 13F-HR/A EVRG / Evergy Advisor Group Holdings, Inc. 36,678 43,143 17.63
2025-09-04 13F-HR/A DUK / Duke Energy Advisor Group Holdings, Inc. 350,319 478,719 36.65
2025-09-04 13F-HR EXC / Exelon Abn Amro Investment Solutions 49,427
2025-09-04 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 39,980 31,878 -20.27
2025-09-04 13F-HR DUK / Duke Energy Abn Amro Investment Solutions 3,612 0 -100.00
2025-09-04 13F-HR/A UTL / Unitil Advisor Group Holdings, Inc. 43,195 43,880 1.59
2025-09-04 13F-HR/A ED / Consolidated Edison Advisor Group Holdings, Inc. 140,141 173,576 23.86
2025-09-04 13F-HR/A NWE / NorthWestern Energy Group Advisor Group Holdings, Inc. 1,458 2,458 68.59
2025-09-04 13F-HR/A CMS / CMS Energy Advisor Group Holdings, Inc. 29,526 39,694 34.44
2025-09-04 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 31,878 1,928 -93.95
2025-09-04 13F-HR/A VVPR / VivoPower International Advisor Group Holdings, Inc. 10 10 0.00
2025-09-04 13F-HR/A LNT / Alliant Energy Advisor Group Holdings, Inc. 93,154 114,428 22.84
2025-09-04 13F-HR EXC / Exelon Abn Amro Investment Solutions 49,427 66,286 34.11
2025-09-04 13F-HR/A AEE / Ameren Advisor Group Holdings, Inc. 32,872 36,047 9.66
2025-09-04 13F-HR EXC / Exelon Abn Amro Investment Solutions 66,286 76,461 15.35
2025-09-04 13F-HR ED / Consolidated Edison Abn Amro Investment Solutions 1,928 0 -100.00
2025-09-03 SCHEDULE 13D/A SOL / Emeren Group Ltd - Depositary Receipt () Shah Capital Management 18,818,236 18,818,236 0.00
2025-09-03 13F-HR ED / Consolidated Edison Q3 Asset Management 0 2,873
2025-09-03 NPORT-P DUK / Duke Energy MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I -7,400 -7,300 -1.35
2025-09-03 NPORT-P PCG / PG&E MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I -17,200 -11,300 -34.30
2025-09-03 NPORT-P WEC / WEC Energy Group MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I -7,000 -7,200 2.86
2025-09-02 13F-HR/A NI / NiSource Harwood Advisory Group, LLC 375 192 -48.80
2025-09-02 13F-HR/A WEC / WEC Energy Group Harwood Advisory Group, LLC 64 64 0.00
2025-09-02 13F-HR/A PCG / PG&E Aegon Asset Management Uk Plc 140,537 140,537 0.00
2025-09-02 NPORT-P UGI / UGI EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 24,600 24,600 0.00
2025-09-02 NPORT-P WEC / WEC Energy Group EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 8,000 8,000 0.00
2025-09-02 NPORT-P XEL / Xcel Energy EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 12,664 12,664 0.00
2025-09-02 NPORT-P PEG / Public Service Enterprise Group EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 6,800 6,800 0.00
2025-09-02 NPORT-P ALE / ALLETE EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 3,000 3,000 0.00
2025-09-02 NPORT-P SRE / Sempra EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 4,120 0.00
2025-09-02 NPORT-P SRE / Sempra EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 4,120
2025-09-02 NPORT-P PCG / PG&E EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 19,000 19,000 0.00
2025-09-02 NPORT-P CMS / CMS Energy EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 5,956 8,456 41.97
2025-09-02 13F-HR/A ED / Consolidated Edison Harwood Advisory Group, LLC 684 600 -12.28
2025-09-02 NPORT-P EVRG / Evergy EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 14,930 21,930 46.89
2025-09-02 13F-HR/A ED / Consolidated Edison FSC Wealth Advisors, LLC 390 0 -100.00
2025-09-02 13F-HR/A DUK / Duke Energy Harwood Advisory Group, LLC 3,660 2,216 -39.45
2025-09-02 NPORT-P DUK / Duke Energy EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 3,520 3,970 12.78
2025-09-02 13F-HR/A DUK / Duke Energy FSC Wealth Advisors, LLC 324 0 -100.00
2025-09-02 NPORT-P AEE / Ameren EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 5,810 5,810 0.00
2025-09-02 NPORT-P LNT / Alliant Energy EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 16,690 16,690 0.00
2025-08-29 NPORT-P LNT / Alliant Energy DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 39,107 27,272 -30.26
2025-08-29 NPORT-P LNT / Alliant Energy SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 18 56 211.11
2025-08-29 NPORT-P LNT / Alliant Energy JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4,124 4,250 3.06
2025-08-29 NPORT-P LNT / Alliant Energy Gabelli Dividend & Income Trust 95,000 95,000 0.00
2025-08-29 NPORT-P LNT / Alliant Energy GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 11,920 11,920 0.00
2025-08-29 NPORT-P ED / Consolidated Edison Gabelli Global Utility & Income Trust 1,200 1,200 0.00
2025-08-29 NPORT-P ED / Consolidated Edison ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 5,000 5,000 0.00
2025-08-29 NPORT-P ED / Consolidated Edison JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5,560 5,752 3.45
2025-08-29 NPORT-P ED / Consolidated Edison JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 72,210 77,477 7.29
2025-08-29 NPORT-P ED / Consolidated Edison MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 981 483 -50.76
2025-08-29 NPORT-P ED / Consolidated Edison MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 10,621 10,621 0.00
2025-08-29 NPORT-P ED / Consolidated Edison DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 33,111 32,826 -0.86
2025-08-29 NPORT-P LNT / Alliant Energy VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 139,765 64,390 -53.93
2025-08-29 NPORT-P ED / Consolidated Edison SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 25 75 200.00
2025-08-29 NPORT-P ED / Consolidated Edison EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 9,228 9,358 1.41
2025-08-29 NPORT-P ED / Consolidated Edison JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 42,200 50,000 18.48
2025-08-29 NPORT-P ED / Consolidated Edison VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5,154 5,384 4.46
2025-08-29 NPORT-P LNT / Alliant Energy DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 19,662 20,057 2.01
2025-08-29 NPORT-P AEE / Ameren FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 1,565 1,565 0.00
2025-08-29 NPORT-P AEE / Ameren JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 3,512,382 3,512,382 0.00
2025-08-29 NPORT-P AEE / Ameren STRV - EA Series Trust - Strive 500 ETF 4,351 4,645 6.76
2025-08-29 NPORT-P ED / Consolidated Edison NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 6,778 6,554 -3.30
2025-08-29 NPORT-P ED / Consolidated Edison GATEX - Gateway Trust - Gateway Fund Class A Shares 206,097 180,721 -12.31
2025-08-29 NPORT-P ED / Consolidated Edison GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 30,000 28,800 -4.00
2025-08-29 NPORT-P ED / Consolidated Edison NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 581 634 9.12
2025-08-29 NPORT-P ED / Consolidated Edison STXV - EA Series Trust - Strive 1000 Value ETF 1,533 1,379 -10.05
2025-08-29 NPORT-P ED / Consolidated Edison CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 1,053 907 -13.87
2025-08-29 NPORT-P ED / Consolidated Edison WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 929 1,076 15.82
2025-08-29 13F-HR ED / Consolidated Edison Centaurus Financial, Inc. 5,332 5,457 2.34
2025-08-29 NPORT-P ED / Consolidated Edison SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 5,063 5,063 0.00
2025-08-29 NPORT-P LNT / Alliant Energy MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 652 709 8.74
2025-08-29 NPORT-P LNT / Alliant Energy GATEX - Gateway Trust - Gateway Fund Class A Shares 271,750 271,750 0.00
2025-08-29 NPORT-P LNT / Alliant Energy EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 4,824 4,894 1.45
2025-08-29 NPORT-P LNT / Alliant Energy JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18,592 18,139 -2.44
2025-08-29 NPORT-P AEE / Ameren DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 2,593 2,531 -2.39
2025-08-29 NPORT-P AEE / Ameren GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 13,281 13,281 0.00
2025-08-29 NPORT-P AEE / Ameren JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 55,642 55,642 0.00
2025-08-29 NPORT-P AEE / Ameren SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 3,328 3,328 0.00
2025-08-29 NPORT-P AEE / Ameren GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 460,700 453,900 -1.48
2025-08-29 NPORT-P AEE / Ameren VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 3,973 4,111 3.47
2025-08-29 NPORT-P AEE / Ameren JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 106,549 106,549 0.00
2025-08-29 NPORT-P AEE / Ameren GATEX - Gateway Trust - Gateway Fund Class A Shares 260,977 260,977 0.00
2025-08-29 NPORT-P AEE / Ameren DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 40,088 42,314 5.55
2025-08-29 NPORT-P AEE / Ameren SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 19 58 205.26
2025-08-29 13F-HR AEE / Ameren Total Investment Management Inc 25
2025-08-29 NPORT-P AEE / Ameren STXV - EA Series Trust - Strive 1000 Value ETF 1,138 1,073 -5.71
2025-08-29 NPORT-P AEE / Ameren Gabelli Utility Trust 17,150 17,150 0.00
2025-08-29 NPORT-P AEE / Ameren NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 6,990 6,229 -10.89
2025-08-29 13F-HR AEE / Ameren Evolution Wealth Management Inc. 2,683
2025-08-29 NPORT-P AEE / Ameren Gabelli Global Utility & Income Trust 17,000 17,000 0.00
2025-08-29 NPORT-P EXC / Exelon RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 1,215 2,785 129.22
2025-08-29 NPORT-P EXC / Exelon STXV - EA Series Trust - Strive 1000 Value ETF 4,318 4,058 -6.02
2025-08-29 NPORT-P EXC / Exelon DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 75,856 75,202 -0.86
2025-08-29 NPORT-P EXC / Exelon SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 18,200 20,200 10.99
2025-08-29 NPORT-P UTL / Unitil SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,923 1,923 0.00
2025-08-29 NPORT-P UTL / Unitil EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6,976 6,796 -2.58
2025-08-29 NPORT-P UTL / Unitil JMCRX - James Advantage Funds - James Micro Cap Fund 3,401 3,401 0.00
2025-08-29 NPORT-P UTL / Unitil DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 73,869 76,745 3.89
2025-08-29 NPORT-P AEE / Ameren MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 653 710 8.73
2025-08-29 NPORT-P AEE / Ameren EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5,050 5,120 1.39
2025-08-29 NPORT-P AEE / Ameren JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 75,884 75,884 0.00
2025-08-29 NPORT-P AEE / Ameren JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 19,339 19,083 -1.32
2025-08-29 NPORT-P AEE / Ameren JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4,285 4,479 4.53
2025-08-29 NPORT-P UTL / Unitil DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 2,506 2,485 -0.84
2025-08-29 NPORT-P AEE / Ameren JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 64,125 65,196 1.67
2025-08-29 NPORT-P UTL / Unitil Gabelli Global Utility & Income Trust 5,500 5,500 0.00
2025-08-29 NPORT-P AEE / Ameren CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 527 907 72.11
2025-08-29 NPORT-P AEE / Ameren JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 257,926 257,926 0.00
2025-08-29 NPORT-P AEE / Ameren DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 56,623 58,303 2.97
2025-08-29 NPORT-P AEE / Ameren Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 9,320 9,908 6.31
2025-08-29 NPORT-P AEE / Ameren SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 9,150 10,900 19.13
2025-08-29 NPORT-P AEE / Ameren DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15,118 14,989 -0.85
2025-08-29 NPORT-P EXC / Exelon KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 34,743 34,743 0.00
2025-08-29 NPORT-P UTL / Unitil WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 3,500 3,200 -8.57