Position in EMA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,478,939
+$356,888 QoQ
Shares Held
27,894
+28.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#107
of 220 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. EMA ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
74,241 | $7,105,606 | |
| 2 | NEE |
Nextera Energy Inc
|
76,001 | $6,670,607 | |
| 3 | ES |
Eversource Energy
|
58,477 | $4,226,132 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
36,571 | $3,913,097 | |
| 5 | EXC |
Exelon Corp
|
59,529 | $2,775,241 | |
| 6 | DUK |
Duke Energy CORP
|
14,406 | $1,823,511 | |
| 7 | AEP |
American Electric Power Co Inc
|
10,955 | $1,498,753 | |
| 8 | EMA |
Emera Inc
This page
|
27,894 | $1,478,939 |
All Filings in EMA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,939 | 27,894 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,122,051 | 21,632 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,048,861 | 21,301 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,021,595 | 21,301 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $968,268 | 21,132 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||