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)
2025-09-03 NPORT-P WEC / WEC Energy Group MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I -7,000 -7,200 2.86
2025-09-03 13F-HR ED / Consolidated Edison Q3 Asset Management 0 2,873
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 DUK / Duke Energy MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I -7,400 -7,300 -1.35
2025-09-03 SCHEDULE 13D/A SOL / Emeren Group Ltd - Depositary Receipt () Shah Capital Management 18,818,236 18,818,236 0.00
2025-09-02 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 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 DUK / Duke Energy FSC Wealth Advisors, LLC 324 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 LNT / Alliant Energy EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 16,690 16,690 0.00
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 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 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 13F-HR/A ED / Consolidated Edison FSC Wealth Advisors, LLC 390 0 -100.00
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 13F-HR/A WEC / WEC Energy Group Harwood Advisory Group, LLC 64 64 0.00
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 13F-HR/A NI / NiSource Harwood Advisory Group, LLC 375 192 -48.80
2025-09-02 13F-HR/A PCG / PG&E Aegon Asset Management Uk Plc 140,537 140,537 0.00
2025-09-02 13F-HR/A ED / Consolidated Edison Harwood Advisory Group, LLC 684 600 -12.28
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 SRE / Sempra EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 4,120 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 SRE / Sempra EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 4,120
2025-08-29 13F-HR ED / Consolidated Edison Centaurus Financial, Inc. 5,332 5,457 2.34
2025-08-29 NPORT-P AVA / Avista EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 17,000 17,000 0.00
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 AVA / Avista Gabelli Utility Trust 53,000 53,000 0.00
2025-08-29 NPORT-P ED / Consolidated Edison Gabelli Utility Trust 29,000 28,500 -1.72
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 AVA / Avista MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,632 900 -44.85
2025-08-29 NPORT-P WEC / WEC Energy Group SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 7,350 7,600 3.40
2025-08-29 NPORT-P AVA / Avista JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 14,913 15,040 0.85
2025-08-29 NPORT-P WEC / WEC Energy Group GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 482,100 473,600 -1.76
2025-08-29 NPORT-P WEC / WEC Energy Group NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 546 548 0.37
2025-08-29 NPORT-P WEC / WEC Energy Group GATEX - Gateway Trust - Gateway Fund Class A Shares 227,581 231,351 1.66
2025-08-29 NPORT-P WEC / WEC Energy Group WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 3,566 3,566 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3,400 3,400 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3,525 3,440 -2.41
2025-08-29 NPORT-P WEC / WEC Energy Group ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 28,000 23,440 -16.29
2025-08-29 NPORT-P WEC / WEC Energy Group SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 4,354 4,251 -2.37
2025-08-29 NPORT-P WEC / WEC Energy Group MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 7,539 8,839 17.24
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 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 CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 1,053 907 -13.87
2025-08-29 13F-HR ED / Consolidated Edison Total Investment Management Inc 1,080
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 WEC / WEC Energy Group SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 22 69 213.64
2025-08-29 NPORT-P WEC / WEC Energy Group STXV - EA Series Trust - Strive 1000 Value ETF 1,402 1,324 -5.56
2025-08-29 NPORT-P UGI / UGI DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 54,440 30,953 -43.14
2025-08-29 NPORT-P UGI / UGI DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 363,300 353,000 -2.84
2025-08-29 NPORT-P UGI / UGI DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 21,565 21,379 -0.86
2025-08-29 NPORT-P WEC / WEC Energy Group QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 61,985
2025-08-29 NPORT-P UGI / UGI DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 16,987 17,327 2.00
2025-08-29 NPORT-P UGI / UGI DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 7,422 7,244 -2.40
2025-08-29 NPORT-P UGI / UGI USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 33,631 34,512 2.62
2025-08-29 NPORT-P UGI / UGI EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 85,389 85,295 -0.11
2025-08-29 13F-HR UGI / UGI Centaurus Financial, Inc. 0 8,005
2025-08-29 NPORT-P UGI / UGI DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 715,605 719,173 0.50
2025-08-29 NPORT-P UGI / UGI LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS 292,000 292,000 0.00
2025-08-29 NPORT-P UGI / UGI SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 2,799 2,799 0.00
2025-08-29 NPORT-P UGI / UGI DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 118,031 102,631 -13.05
2025-08-29 NPORT-P WEC / WEC Energy Group Gabelli Dividend & Income Trust 6,500 6,500 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 9,560 7,505 -21.50
2025-08-29 NPORT-P WEC / WEC Energy Group SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 10,100 10,100 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 763 582 -23.72
2025-08-29 NPORT-P WEC / WEC Energy Group VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 4,705 4,695 -0.21
2025-08-29 NPORT-P WEC / WEC Energy Group VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 42,540 38,885 -8.59
2025-08-29 NPORT-P WEC / WEC Energy Group DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 26,664 19,645 -26.32
2025-08-29 NPORT-P WEC / WEC Energy Group DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 4,206 5,140 22.21
2025-08-29 NPORT-P WEC / WEC Energy Group MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 4,050 4,050 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 65,945 65,945 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 118,813 122,315 2.95
2025-08-29 NPORT-P WEC / WEC Energy Group JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 25,979 25,273 -2.72
2025-08-29 NPORT-P WEC / WEC Energy Group FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 1,438 1,438 0.00
2025-08-29 NPORT-P WEC / WEC Energy Group STRV - EA Series Trust - Strive 500 ETF 5,160 5,454 5.70
2025-08-29 NPORT-P WEC / WEC Energy Group DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 29,873 29,615 -0.86
2025-08-29 NPORT-P WEC / WEC Energy Group JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 75,612 59,666 -21.09
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 JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 42,200 50,000 18.48
2025-08-29 NPORT-P ED / Consolidated Edison JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 25,099 25,440 1.36
2025-08-29 NPORT-P ED / Consolidated Edison RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 1,269 2,884 127.27
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 DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3,727 3,556 -4.59
2025-08-29 NPORT-P ED / Consolidated Edison Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8,848 9,261 4.67
2025-08-29 NPORT-P ED / Consolidated Edison FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 1,628 1,628 0.00
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 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 PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 27,195 27,195 0.00
2025-08-29 NPORT-P UGI / UGI MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 21,010 21,010 0.00
2025-08-29 NPORT-P UGI / UGI EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 10,000 10,000 0.00
2025-08-29 NPORT-P UGI / UGI LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 111,183 101,056 -9.11
2025-08-29 NPORT-P UGI / UGI MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 792 861 8.71
2025-08-29 NPORT-P UGI / UGI Gabelli Equity Trust Inc 46,000 46,000 0.00
2025-08-29 NPORT-P XEL / Xcel Energy SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 9,222 9,222 0.00
2025-08-29 NPORT-P XEL / Xcel Energy CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 444 356 -19.82
2025-08-29 NPORT-P XEL / Xcel Energy Cantor Fitzgerald Sustainable Infrastructure Fund 48,050 48,050 0.00
2025-08-29 NPORT-P XEL / Xcel Energy STRV - EA Series Trust - Strive 500 ETF 9,712 10,300 6.05
2025-08-29 NPORT-P XEL / Xcel Energy SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 13,300 16,900 27.07
2025-08-29 NPORT-P XEL / Xcel Energy DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 32,539 32,257 -0.87
2025-08-29 NPORT-P UGI / UGI Gabelli Dividend & Income Trust 44,000 44,000 0.00
2025-08-29 NPORT-P UGI / UGI SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 1,000 1,000 0.00
2025-08-29 NPORT-P UGI / UGI STXM - EA Series Trust - Strive Mid-Cap ETF 976 1,040 6.56
2025-08-29 NPORT-P UGI / UGI JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 34,908 35,011 0.30
2025-08-29 NPORT-P UGI / UGI JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 3,447 3,550 2.99
2025-08-29 NPORT-P UGI / UGI GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 367,500 367,000 -0.14
2025-08-29 NPORT-P UGI / UGI STXV - EA Series Trust - Strive 1000 Value ETF 891 839 -5.84
2025-08-29 NPORT-P UGI / UGI JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 85,927 83,871 -2.39
2025-08-29 NPORT-P UGI / UGI SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6,235 6,235 0.00
2025-08-29 NPORT-P XEL / Xcel Energy Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 13,191 13,915 5.49
2025-08-29 NPORT-P UGI / UGI Gabelli Global Utility & Income Trust 24,500 24,200 -1.22
2025-08-29 NPORT-P UGI / UGI PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 134,068 130,868 -2.39
2025-08-29 NPORT-P UGI / UGI KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 86,240 86,240 0.00
2025-08-29 NPORT-P XEL / Xcel Energy JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 8,961 9,541 6.47
2025-08-29 NPORT-P XEL / Xcel Energy DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 29,437 31,894 8.35
2025-08-29 NPORT-P WEC / WEC Energy Group NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7,982 7,239 -9.31
2025-08-29 NPORT-P XEL / Xcel Energy DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 5,862 5,721 -2.41
2025-08-29 NPORT-P WEC / WEC Energy Group Gabelli Utility Trust 117,670 114,070 -3.06
2025-08-29 NPORT-P WEC / WEC Energy Group EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 6,277 6,367 1.43
2025-08-29 NPORT-P WEC / WEC Energy Group JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 22,920 22,533 -1.69
2025-08-29 NPORT-P WEC / WEC Energy Group JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5,078 5,232 3.03
2025-08-29 NPORT-P WEC / WEC Energy Group DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 59,687 62,119 4.07
2025-08-29 NPORT-P WEC / WEC Energy Group CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 527 907 72.11
2025-08-29 NPORT-P WEC / WEC Energy Group Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8,671 8,995 3.74
2025-08-29 13F-HR WEC / WEC Energy Group Centaurus Financial, Inc. 1,434 1,430 -0.28
2025-08-29 13F-HR WEC / WEC Energy Group Evolution Wealth Management Inc. 94
2025-08-29 NPORT-P WEC / WEC Energy Group Gabelli Global Utility & Income Trust 13,200 12,700 -3.79
2025-08-29 NPORT-P XEL / Xcel Energy DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 130,222 134,072 2.96
2025-08-29 NPORT-P WEC / WEC Energy Group PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 32,253 37,265 15.54
2025-08-29 NPORT-P XEL / Xcel Energy JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 37,430 23,237 -37.92
2025-08-29 NPORT-P XEL / Xcel Energy FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 20,230
2025-08-29 NPORT-P XEL / Xcel Energy EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 12,306 12,481 1.42
2025-08-29 NPORT-P XEL / Xcel Energy JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 93,234 92,190 -1.12