Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,996,746
-$77,565 QoQ
Shares Held
27,629
-7.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#339
of 1,109 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $186,445,312 across 29 Utilities - Regulated Electric names. ES ranks #22 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,038,468 | $34,287,031 | |
| 2 | DUK |
Duke Energy CORP
|
175,584 | $22,225,422 | |
| 3 | SO |
Southern Co
|
197,585 | $18,910,859 | |
| 4 | AEP |
American Electric Power Co Inc
|
128,976 | $17,645,206 | |
| 5 | EXC |
Exelon Corp
|
374,326 | $17,451,077 | |
| 6 | ED |
Consolidated Edison Inc
|
105,916 | $11,717,486 | |
| 7 | EIX |
Edison International
|
123,617 | $9,203,284 | |
| 8 | NEE |
Nextera Energy Inc
|
80,559 | $7,070,662 |
All Filings in ES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,996,746 | 27,629 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,074,311 | 29,941 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,131,143 | 16,800 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,975,317 | 69,937 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,209,034 | 19,004 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,066,489 | 17,171 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $884,995 | 15,410 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,740,237 | 40,268 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,153,391 | 37,972 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,190,749 | 36,653 | Shares | Sole | 2024-08-02 | |
| 2023-09-30 | $8,124,427 | 139,715 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $10,597,788 | 149,433 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $37,959,386 | 485,042 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $47,779,158 | 569,885 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $48,431,480 | 621,235 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $69,033,022 | 817,249 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||