Position in ES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$80,147
+$3,247 QoQ
Shares Held
1,109
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#881
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $18,402,821 across 26 Utilities - Regulated Electric names. ES ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,722 | $9,981,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
33,801 | $4,624,314 | |
| 3 | DUK |
Duke Energy CORP
|
7,701 | $974,792 | |
| 4 | D |
Dominion Energy, Inc
|
11,212 | $765,667 | |
| 5 | ED |
Consolidated Edison Inc
|
5,559 | $614,992 | |
| 6 | FE |
Firstenergy Corp
|
6,784 | $322,511 | |
| 7 | SO |
Southern Co
|
2,411 | $230,756 | |
| 8 | LNT |
Alliant Energy Corp
|
1,797 | $137,093 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,147 | 1,109 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $76,900 | 1,110 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $75,342 | 1,119 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,624 | 65 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,568 | 229 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,037 | 65 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $92,117 | 1,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $98,264 | 1,444 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $89,771 | 1,583 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $257,369 | 4,306 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $96,900 | 1,570 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $127,464 | 2,192 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $152,123 | 2,145 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $133,511 | 1,706 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $134,060 | 1,599 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $124,190 | 1,593 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $129,914 | 1,538 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $116,234 | 1,318 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $100,350 | 1,103 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $79,470 | 972 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $76,789 | 957 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $55,937 | 646 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $49,916 | 577 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $47,038 | 563 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $46,881 | 563 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $45,518 | 582 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||