Position in ES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$935,764
-$118,960 QoQ
Shares Held
13,507
-13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $277,447,288 across 15 Utilities - Regulated Electric names. ES ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
791,132 | $103,701,581 | |
| 2 | SO |
Southern Co
|
1,037,477 | $100,137,279 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
690,860 | $55,925,116 | |
| 4 | AEE |
Ameren Corp
|
56,040 | $6,159,916 | |
| 5 | EIX |
Edison International
|
71,487 | $5,231,418 | |
| 6 | NEE |
Nextera Energy Inc
|
23,301 | $2,164,196 | |
| 7 | ES |
Eversource Energy
This page
|
13,507 | $935,764 | |
| 8 | DUK |
Duke Energy CORP
|
4,665 | $610,835 |
All Filings in ES
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $935,764 | 13,507 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,054,724 | 15,665 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,365,176 | 19,190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,231,619 | 19,359 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,116,178 | 17,971 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $882,354 | 15,364 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $250,914 | 3,538 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $309,831 | 3,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $331,671 | 3,956 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $308,175 | 3,953 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $303,669 | 3,595 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $321,364 | 3,644 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $284,949 | 3,132 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $280,682 | 3,433 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $582,301 | 7,257 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $637,129 | 7,358 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,243,550 | 25,934 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,023,497 | 24,219 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,960,237 | 47,559 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $338,023 | 4,322 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||