Position in ES
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,006,059
-$7,295 QoQ
Shares Held
43,390
-3.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $434,288,808 across 15 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
694,109 | $79,725,359 | |
| 2 | AEP |
American Electric Power Co Inc
|
480,647 | $65,757,316 | |
| 3 | LNT |
Alliant Energy Corp
|
779,402 | $59,460,578 | |
| 4 | XEL |
Xcel Energy Inc
|
719,761 | $57,796,808 | |
| 5 | SO |
Southern Co
|
590,329 | $56,500,388 | |
| 6 | DTE |
Dte Energy Co
|
359,714 | $54,809,622 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,018,398 | $44,850,247 | |
| 8 | FE |
Firstenergy Corp
|
84,849 | $4,033,721 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,006,059 | 43,390 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,013,354 | 44,755 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,434,639 | 48,280 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,371,605 | 52,996 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,489,401 | 56,181 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,783,947 | 65,888 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,646,249 | 68,277 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,013,480 | 70,772 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,978,183 | 83,289 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,299,945 | 102,073 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,626,541 | 113,956 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,459,522 | 133,383 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,389,647 | 145,536 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,199,980 | 169,370 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $31,690,428 | 406,496 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,289,160 | 405,933 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $35,388,618 | 401,277 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $36,305,387 | 399,048 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $32,307,627 | 395,152 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $31,373,117 | 390,991 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $32,889,652 | 379,832 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $32,654,756 | 377,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $31,349,881 | 375,223 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $30,995,092 | 372,224 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,911,734 | 369,668 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||