Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$432,030
-$176,664 QoQ
Shares Held
5,978
-32.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
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, 2026REGIONS FINANCIAL CORP holds $388,722,970 across 22 Utilities - Regulated Electric names. ES ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,497,633 | $131,447,248 | |
| 2 | XEL |
Xcel Energy Inc
|
1,034,471 | $83,068,020 | |
| 3 | EXC |
Exelon Corp
|
1,140,677 | $53,178,361 | |
| 4 | LNT |
Alliant Energy Corp
|
566,582 | $43,224,540 | |
| 5 | AEP |
American Electric Power Co Inc
|
291,290 | $39,851,384 | |
| 6 | SO |
Southern Co
|
187,671 | $17,961,991 | |
| 7 | DUK |
Duke Energy CORP
|
34,114 | $4,318,150 | |
| 8 | D |
Dominion Energy, Inc
|
56,694 | $3,871,632 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,030 | 5,978 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $608,694 | 8,786 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $593,042 | 8,808 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $702,009 | 9,868 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $628,947 | 9,886 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $612,901 | 9,868 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $569,590 | 9,918 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $675,803 | 9,931 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $562,109 | 9,912 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $685,920 | 11,476 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $709,039 | 11,488 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $714,837 | 12,293 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $847,210 | 11,946 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $934,893 | 11,946 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,004,151 | 11,977 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $988,844 | 12,684 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,199,135 | 14,196 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $1,256,795 | 14,251 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $1,295,372 | 14,238 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $1,351,165 | 16,526 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,207,451 | 15,048 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,353,661 | 15,633 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,347,479 | 15,576 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,193,511 | 14,285 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,189,511 | 14,285 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,114,648 | 14,252 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||