Position in EMA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$151,902
+$151,332 QoQ
Shares Held
2,865
+25945.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 220 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. EMA ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in EMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,902 | 2,865 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $570 | 11 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,090 | 144 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||