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)
2025-09-23 NPORT-P NEE.PRS / NextEra Energy, Inc. - Debt Allianzgi Convertible & Income Fund 35,790
2025-09-23 NPORT-P NEE.PRS / NextEra Energy, Inc. - Debt Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 29,350
2025-09-23 NPORT-P NEE / NextEra Energy Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 527,221 427,064 -19.00
2025-09-23 NPORT-P PNW / Pinnacle West Capital Dnp Select Income Fund Inc 624,930 624,930 0.00
2025-09-23 NPORT-P NEE.PRS / NextEra Energy, Inc. - Debt Allianzgi Equity & Convertible Income Fund 28,785
2025-09-23 NPORT-P NEE / NextEra Energy VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 12,343 18,875 52.92
2025-09-23 NPORT-P NEE / NextEra Energy KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 400,000 400,000 0.00
2025-09-23 NPORT-P NEE.PRR / NextEra Energy, Inc. - Preferred Security CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 199,300 221,000 10.89
2025-09-23 NPORT-P PNW / Pinnacle West Capital MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 3,514 3,734 6.26
2025-09-23 NPORT-P NEE.PRS / NextEra Energy, Inc. - Debt Allianzgi Convertible & Income Fund Ii 28,455
2025-09-23 NPORT-P NEE.PRS / NextEra Energy, Inc. - Debt Allianzgi Diversified Income & Convertible Fund 21,430
2025-09-23 NPORT-P NEE / NextEra Energy EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 160,696 159,333 -0.85
2025-09-23 NPORT-P NEE / NextEra Energy FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 275,000 275,000 0.00
2025-09-23 NPORT-P NEE / NextEra Energy MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 63,550 64,385 1.31
2025-09-23 NPORT-P NEE / NextEra Energy GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 44,667 102,325 129.08
2025-09-23 NPORT-P NEE.PRR / NextEra Energy, Inc. - Preferred Security MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 450,000 450,000 0.00
2025-09-23 NPORT-P PPL / PPL FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 37,671 31 -99.92
2025-09-23 NPORT-P PNW / Pinnacle West Capital MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 41,114 40,042 -2.61
2025-09-23 NPORT-P PNW / Pinnacle West Capital FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 161,752 161,752 0.00
2025-09-23 NPORT-P PPL / PPL PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 11,463,140 11,463,140 0.00
2025-09-23 13F-HR PNW / Pinnacle West Capital Caldwell Trust Co 300
2025-09-23 NPORT-P PPL / PPL MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 3,245 3,217 -0.86
2025-09-23 NPORT-P EIX / Edison International SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 673,085 463,185 -31.18
2025-09-23 NPORT-P NEE / NextEra Energy PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 84,073 91,262 8.55
2025-09-23 NPORT-P NEE / NextEra Energy KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 137,221 128,221 -6.56
2025-09-23 NPORT-P NEE / NextEra Energy PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 70,400 22,200 -68.47
2025-09-23 NPORT-P NEE / NextEra Energy PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7,435,534 10,221,188 37.46
2025-09-23 13F-HR NEE / NextEra Energy Caldwell Trust Co 180,884
2025-09-23 NPORT-P NEE.PRR / NextEra Energy, Inc. - Preferred Security PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 245,655 195,175 -20.55
2025-09-23 NPORT-P NEE.PRR / NextEra Energy, Inc. - Preferred Security FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 1,315,000 1,347,250 2.45
2025-09-23 NPORT-P POR / Portland General Electric GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5,146 5,381 4.57
2025-09-23 NPORT-P POR / Portland General Electric FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10,354 10,223 -1.27
2025-09-23 NPORT-P EIX / Edison International NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 25,010 25,010 0.00
2025-09-23 NPORT-P ETR / Entergy VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 358,894
2025-09-23 NPORT-P PNW / Pinnacle West Capital EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 47,875 46,475 -2.92
2025-09-23 NPORT-P ETR / Entergy MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,885 1,942 3.02
2025-09-23 NPORT-P PPL / PPL LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 1,750,000 1,750,000 0.00
2025-09-23 NPORT-P PNW / Pinnacle West Capital FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 154,700 154,700 0.00
2025-09-23 NPORT-P PPL / PPL SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 4,409,180 4,409,180 0.00
2025-09-23 NPORT-P PPL / PPL MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 22,816 23,121 1.34
2025-09-23 NPORT-P PPL / PPL FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 100,662 92,215 -8.39
2025-09-23 NPORT-P PNW / Pinnacle West Capital MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 500 520 4.00
2025-09-23 NPORT-P PPL / PPL CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 226,279 232,779 2.87
2025-09-23 NPORT-P OGE / OGE Energy FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 19,028 18,795 -1.22
2025-09-23 NPORT-P NRG / NRG Energy FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 366,852 396,717 8.14
2025-09-23 NPORT-P EIX / Edison International QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 10,948 15,675 43.18
2025-09-23 NPORT-P PPL / PPL Dnp Select Income Fund Inc 2,011,580 2,011,580 0.00
2025-09-23 NPORT-P EIX / Edison International MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 3,491 1,674 -52.05
2025-09-23 NPORT-P ES / Eversource Energy Dnp Select Income Fund Inc 303,840 303,840 0.00
2025-09-23 NPORT-P NRG / NRG Energy Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 425,062 334,213 -21.37
2025-09-23 13F-HR PPL / PPL Caldwell Trust Co 2,548
2025-09-23 NPORT-P NEE.PRT / NextEra Energy, Inc. - Debt FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 475,000 475,000 0.00
2025-09-23 NPORT-P NEE / NextEra Energy FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 375,000 270,000 -28.00
2025-09-23 NPORT-P NEE / NextEra Energy MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 99,710 90,717 -9.02
2025-09-23 NPORT-P NEE / NextEra Energy Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 322,040 338,347 5.06
2025-09-23 13F-HR NEE / NextEra Energy Dakota Community Bank & Trust NA 1,599 2,385 49.16
2025-09-23 NPORT-P NEE / NextEra Energy EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 116,108 105,291 -9.32
2025-09-23 NPORT-P NEE / NextEra Energy VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 298,607 464,472 55.55
2025-09-23 NPORT-P NEE / NextEra Energy Dnp Select Income Fund Inc 1,243,797 1,397,462 12.35
2025-09-23 NPORT-P NEE / NextEra Energy MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10,519 10,497 -0.21
2025-09-23 NPORT-P NEE / NextEra Energy GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 48,859 111,750 128.72
2025-09-23 NPORT-P POR / Portland General Electric LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 261,553 267,453 2.26
2025-09-23 NPORT-P POR / Portland General Electric QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 163,447 163,447 0.00
2025-09-23 13F-HR ETR / Entergy Caldwell Trust Co 1,906
2025-09-23 NPORT-P OGE / OGE Energy VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 16,641 16,340 -1.81
2025-09-23 NPORT-P ETR / Entergy MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 13,252 13,959 5.34
2025-09-23 NPORT-P ETR / Entergy NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 6,137 6,137 0.00
2025-09-23 NPORT-P ETR / Entergy SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 1,178,845 1,176,289 -0.22
2025-09-23 NPORT-P PPL / PPL PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 228,772 115,360 -49.57
2025-09-23 NPORT-P PNW / Pinnacle West Capital EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 57,909 57,524 -0.66
2025-09-23 NPORT-P ETR / Entergy FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 200,520 200,520 0.00
2025-09-23 NPORT-P ETR / Entergy Dnp Select Income Fund Inc 1,137,964 1,137,964 0.00
2025-09-23 NPORT-P OGE / OGE Energy EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 131,692 130,908 -0.60
2025-09-23 13F-HR OGE / OGE Energy Caldwell Trust Co 1,632
2025-09-23 NPORT-P EIX / Edison International MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 11,964 12,034 0.59
2025-09-23 NPORT-P PPL / PPL FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 116,374 147,543 26.78
2025-09-23 NPORT-P PPL / PPL FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 161,178 161,178 0.00
2025-09-23 NPORT-P EIX / Edison International FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 350,000 350,000 0.00
2025-09-23 NPORT-P OGE / OGE Energy NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 32,596 32,596 0.00
2025-09-23 NPORT-P PPL / PPL PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 99,094 51,101 -48.43
2025-09-23 NPORT-P PPL / PPL SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 1,230,000 1,230,000 0.00
2025-09-23 NPORT-P PPL / PPL FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 672,786 667,280 -0.82
2025-09-23 NPORT-P OGE / OGE Energy Dnp Select Income Fund Inc 1,870,780 1,870,780 0.00
2025-09-23 NPORT-P PPL / PPL VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 937,444 1,201,544 28.17
2025-09-23 13F-HR ES / Eversource Energy Caldwell Trust Co 574
2025-09-23 NPORT-P OGE / OGE Energy VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 290,704 229,667 -21.00
2025-09-23 13F-HR EIX / Edison International Caldwell Trust Co 179
2025-09-23 NPORT-P ES / Eversource Energy MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 11,335 11,490 1.37
2025-09-23 NPORT-P TXNM / TXNM Energy FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 6,115 6,314 3.25
2025-09-23 NPORT-P ES / Eversource Energy Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 329,046 317,626 -3.47
2025-09-23 NPORT-P ES / Eversource Energy MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,612 1,599 -0.81
2025-09-23 NPORT-P NRG / NRG Energy FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 39,488 37,695 -4.54
2025-09-23 NPORT-P NRG / NRG Energy PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 97,088 39,981 -58.82
2025-09-23 NPORT-P NRG / NRG Energy PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 6,078,561 3,283,352 -45.98
2025-09-23 NPORT-P PPL / PPL FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 1,450,000 1,315,000 -9.31
2025-09-23 13F-HR NRG / NRG Energy Caldwell Trust Co 1,600
2025-09-23 NPORT-P EIX / Edison International FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 184,537 240,402 30.27
2025-09-23 NPORT-P NRG / NRG Energy KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 23,597 20,097 -14.83
2025-09-23 NPORT-P NEE.PRS / NextEra Energy, Inc. - Debt FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 1,040,000 1,040,000 0.00
2025-09-23 NPORT-P EIX / Edison International QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 164,655 174,177 5.78
2025-09-23 NPORT-P NRG / NRG Energy MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6,260 6,115 -2.32
2025-09-23 NPORT-P NRG / NRG Energy PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 51,900 34,200 -34.10
2025-09-23 NPORT-P NRG / NRG Energy PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 42,054 17,682 -57.95
2025-09-23 NPORT-P NRG / NRG Energy MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,948 1,572 -19.30
2025-09-23 NPORT-P NRG / NRG Energy PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 660
2025-09-23 NPORT-P DYN / Dyne Therapeutics GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 44,473 87,081 95.81
2025-09-23 NPORT-P HE / Hawaiian Electric Industries QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 62,942 62,942 0.00
2025-09-23 NPORT-P NEE / NextEra Energy FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 110,743 110,743 0.00
2025-09-23 NPORT-P DYN / Dyne Therapeutics GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 13,167 7,758 -41.08
2025-09-23 NPORT-P DYN / Dyne Therapeutics FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 288,652 288,652 0.00
2025-09-23 NPORT-P DYN / Dyne Therapeutics MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 11,656 13,577 16.48
2025-09-23 NPORT-P NEE / NextEra Energy FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 90,440 138,641 53.30
2025-09-23 NPORT-P DYN / Dyne Therapeutics FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 483,866 483,866 0.00
2025-09-23 NPORT-P DYN / Dyne Therapeutics GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 56,928 62,589 9.94
2025-09-23 NPORT-P NEE / NextEra Energy PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 36,362 40,417 11.15
2025-09-23 NPORT-P EIX / Edison International KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 10,400
2025-09-23 NPORT-P ETR / Entergy EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 104,310 96,688 -7.31
2025-09-23 NPORT-P ETR / Entergy EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 167,618 166,196 -0.85
2025-09-23 NPORT-P ETR / Entergy MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 89,578 83,305 -7.00
2025-09-23 NPORT-P ETR / Entergy VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 10,188 7,162 -29.70
2025-09-23 NPORT-P ETR / Entergy FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 18,140 13 -99.93
2025-09-23 NPORT-P POR / Portland General Electric GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 111,065 120,505 8.50
2025-09-23 NPORT-P ETR / Entergy FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 59,249 46,890 -20.86