Combination Electric And Gas, And Other Utility - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2025-Q2 3,451 7,617,825,009 1.94 378,735,580,298,000 -1.48
2025-Q1 3,481 7,473,069,366 -0.92 384,434,434,195,000 4.49
2024-Q4 3,425 7,542,792,368 3.34 367,906,559,190,000 1.49
2024-Q3 3,154 7,299,003,389 -0.67 362,498,953,355,000 16.41
2024-Q2 3,056 7,347,957,633 0.02 311,401,785,782,000 2.34
2024-Q1 3,028 7,346,815,868 0.23 304,293,487,582,000 -1.69
2023-Q4 3,042 7,330,111,321 1.07 309,536,767,918,000 7.83
2023-Q3 2,843 7,252,816,889 6.86 287,061,413,472,000 -5.71
2023-Q2 2,870 6,787,398,870 0.96 304,440,658,116,000 -1.94
2023-Q1 2,892 6,722,743,257 0.78 310,473,641,610,000 4.93
2022-Q4 2,960 6,670,911,827 -0.54 295,887,101,849,000 3,587.41
2022-Q3 2,795 6,707,327,746 2.77 8,024,249,391,000 17.65
2022-Q2 2,877 6,526,647,817 3.14 6,820,479,909,000 -4.19
2022-Q1 2,911 6,327,704,324 1.14 7,118,847,601,000 89.62
2021-Q4 2,851 6,256,652,373 0.34 3,754,206,698,000 7.85
2021-Q3 2,602 6,235,452,636 1.39 3,481,033,211,000 3.65
2021-Q2 2,624 6,150,146,316 2.10 3,358,495,900,000 1.27
2021-Q1 2,603 6,023,944,504 1.69 3,316,282,145,000 5.97
2020-Q4 2,572 5,924,035,977 1.56 3,129,579,534,000 -4.17
2020-Q3 2,412 5,833,152,150 6.89 3,265,645,092,000 28.04
2020-Q2 2,361 5,457,015,202 14.45 2,550,410,063,000 -14.99
2020-Q1 2,341 4,767,913,626 -0.54 2,999,977,918,000 -13.70
2019-Q4 2,421 4,794,013,964 1.87 3,476,282,616,000 5.48
2019-Q3 2,296 4,706,084,833 -58.33 3,295,681,339,000 6.60
2019-Q2 2,275 11,293,478,560 140.22 3,091,514,453,000 5.97
2019-Q1 2,295 4,701,351,603 -0.89 2,917,455,459,000 0.63
2018-Q4 2,257 4,743,682,896 1.85 2,899,275,928,000 -4.70
2018-Q3 2,122 4,657,659,111 1.37 3,042,310,534,000 7.18
2018-Q2 2,126 4,594,544,790 4.04 2,838,515,575,000 10.25
2018-Q1 2,075 4,416,327,618 -0.13 2,574,658,835,000 5.69
2017-Q4 2,082 4,421,872,475 0.87 2,436,046,800,000 1.62
2017-Q3 1,884 4,383,570,507 1.15 2,397,152,706,000 3.05
2017-Q2 1,880 4,333,914,704 6.56 2,326,283,256,000 1.86
2017-Q1 1,896 4,067,036,610 0.47 2,283,747,353,000 197.02
2016-Q4 1,881 4,048,106,876 -0.67 768,875,110,000 -1.23
2016-Q3 1,812 4,075,255,737 1.15 778,483,243,000 -8.73
2016-Q2 1,844 4,028,956,009 2.89 852,964,472,000 1.45
2016-Q1 1,825 3,915,824,761 -3.94 840,777,164,000 -39.55
2015-Q4 1,780 4,076,314,931 1.85 1,390,779,737,000 149.15
2015-Q3 1,729 4,002,294,454 4.02 558,205,019,000 -80.18
2015-Q2 1,737 3,847,663,936 -2.95 2,815,739,357,000 -7.84
2015-Q1 1,749 3,964,453,757 0.00 3,055,200,399,000 0.00