Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,070
-$57 QoQ
Shares Held
3,225
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#794
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. ES ranks #25 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,070 | 3,225 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $233,127 | 3,365 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $233,500 | 3,468 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $246,713 | 3,468 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $220,634 | 3,468 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $221,732 | 3,570 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $796,898 | 13,876 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $960,865 | 14,120 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $838,230 | 14,781 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,249,491 | 20,905 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $889,692 | 14,415 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,068,680 | 18,378 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,470,950 | 20,741 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,621,624 | 20,721 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,655,084 | 19,741 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,372,095 | 17,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,418,588 | 16,794 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,141,442 | 12,943 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,169,819 | 12,858 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,036,470 | 12,677 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,019,047 | 12,700 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $906,596 | 10,470 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $926,607 | 10,711 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $919,467 | 11,005 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $922,215 | 11,075 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $686,214 | 8,774 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||