Position in EMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$499,660
+$125,937 QoQ
Shares Held
9,424
+30.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 220 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. EMA ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in EMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,660 | 9,424 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $373,723 | 7,205 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||