Position in ES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$611,909
+$10,352 QoQ
Shares Held
8,467
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#546
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. ES ranks #16 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,909 | 8,467 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $601,557 | 8,683 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $592,166 | 8,795 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $581,284 | 8,171 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $585,812 | 9,208 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $686,004 | 11,045 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $468,915 | 8,165 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $650,762 | 9,563 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $464,511 | 8,191 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $481,566 | 8,057 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $586,895 | 9,509 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $494,391 | 8,502 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $360,273 | 5,080 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $557,993 | 7,130 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $468,833 | 5,592 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $328,835 | 4,218 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $283,143 | 3,352 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $300,639 | 3,409 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $363,738 | 3,998 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $358,599 | 4,386 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $362,845 | 4,522 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $467,586 | 5,400 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $438,605 | 5,070 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $418,418 | 5,008 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $396,615 | 4,763 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $220,786 | 2,823 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||