Position in EMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47,922,278
+$4,744,855 QoQ
Shares Held
923,892
+5.4% QoQ
Ownership
0.302%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,590,780,750 across 35 Utilities - Regulated Electric names. EMA ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,515,154 | $1,626,807,502 | |
| 2 | DUK |
Duke Energy CORP
|
9,104,608 | $1,192,157,369 | |
| 3 | SO |
Southern Co
|
7,111,271 | $686,379,876 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,441,582 | $629,971,948 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,511,986 | $460,351,124 | |
| 6 | ES |
Eversource Energy
|
5,873,103 | $406,888,574 | |
| 7 | D |
Dominion Energy, Inc
|
5,808,040 | $359,053,032 | |
| 8 | EXC |
Exelon Corp
|
7,117,732 | $348,911,222 |
All Filings in EMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,922,278 | 923,892 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,177,423 | 876,877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,952,722 | 874,744 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,343,574 | 815,006 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||