Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$30,945,290
+$1,713,357 QoQ
Shares Held
428,190
+1.5% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#92
of 1,109 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. ES ranks #20 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,945,290 | 428,190 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $29,231,933 | 421,939 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $29,181,899 | 433,416 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $29,802,608 | 418,929 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $26,690,052 | 419,523 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $26,893,877 | 433,004 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $24,017,512 | 418,205 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $28,164,125 | 413,874 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $22,469,635 | 396,220 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $24,059,635 | 402,537 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $24,305,396 | 393,801 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $24,514,178 | 421,568 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $29,890,864 | 421,473 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $61,418,211 | 784,797 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $93,525,028 | 1,115,518 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $148,499,766 | 1,904,820 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $158,454,823 | 1,875,871 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $158,125,198 | 1,793,006 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $172,006,241 | 1,890,594 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $139,634,142 | 1,707,854 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $137,594,026 | 1,714,781 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $158,475,805 | 1,830,186 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $154,390,243 | 1,784,652 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $152,383,919 | 1,823,865 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $154,798,096 | 1,858,990 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $154,078,001 | 1,970,055 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||