Position in ES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$72,501,241
+$62,045,500 QoQ
Shares Held
1,046,496
+573.9% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,767,786,473 across 24 Utilities - Regulated Electric names. ES ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,110,984 | $1,124,868,189 | |
| 2 | DUK |
Duke Energy CORP
|
636,800 | $83,382,591 | |
| 3 | ED |
Consolidated Edison Inc
|
685,949 | $77,635,707 | |
| 4 | ES |
Eversource Energy
This page
|
1,046,496 | $72,501,241 | |
| 5 | SO |
Southern Co
|
682,724 | $65,896,519 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
744,229 | $60,245,335 | |
| 7 | EXC |
Exelon Corp
|
1,139,822 | $55,874,073 | |
| 8 | IDA |
Idacorp Inc
|
320,007 | $45,751,400 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,501,241 | 1,046,496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,455,741 | 155,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,456,990 | 62,651 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,001,143 | 47,173 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,800,165 | 45,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,588,139 | 45,066 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,896,676 | 57,262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,500,479 | 61,726 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,266,057 | 37,913 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,303,326 | 37,319 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,078,046 | 35,736 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,732,446 | 52,629 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,098,866 | 52,375 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,007,097 | 107,432 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,824,142 | 100,361 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,856,637 | 93,011 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,427,360 | 84,220 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,838,420 | 75,164 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,180,809 | 75,597 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,665,053 | 83,064 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,247,149 | 83,695 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $5,877,315 | 67,938 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $5,568,689 | 66,651 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,488,325 | 65,910 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,636,750 | 72,072 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||