Position in ES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,672,183
+$3,272,097 QoQ
Shares Held
133,834
+44.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#163
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIBC Asset Management Inc holds $695,592,038 across 29 Utilities - Regulated Electric names. ES ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,366,527 | $135,436,340 | |
| 2 | DUK |
Duke Energy CORP
|
456,324 | $57,761,491 | |
| 3 | NEE |
Nextera Energy Inc
|
631,439 | $55,421,401 | |
| 4 | AEP |
American Electric Power Co Inc
|
397,756 | $54,416,998 | |
| 5 | SO |
Southern Co
|
478,067 | $45,755,792 | |
| 6 | ED |
Consolidated Edison Inc
|
325,548 | $36,015,375 | |
| 7 | EMA |
Emera Inc
|
656,214 | $34,792,466 | |
| 8 | AEE |
Ameren Corp
|
245,039 | $27,699,208 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,672,183 | 133,834 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,400,086 | 92,380 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,973,652 | 88,722 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,671,748 | 51,613 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,291,507 | 51,737 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,414,497 | 54,975 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,184,723 | 55,454 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,542,274 | 52,054 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,697,354 | 47,564 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,516,269 | 58,830 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,551,924 | 57,549 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,518,133 | 60,501 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,425,620 | 62,403 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,921,145 | 62,882 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,203,194 | 62,061 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,770,372 | 61,190 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,629,169 | 42,964 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,988,229 | 33,884 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,052,560 | 33,552 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,613,540 | 31,966 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,488,001 | 31,007 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,598,912 | 30,014 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,547,892 | 29,452 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,464,557 | 29,498 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,529,232 | 42,383 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $8,650,964 | 110,612 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||