Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$550,697
-$31,809 QoQ
Shares Held
7,620
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 1,109 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. ES ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in ES
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,697 | 7,620 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $582,506 | 8,408 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $654,178 | 9,716 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $646,164 | 9,083 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $635,118 | 9,983 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $324,711 | 5,228 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $245,628 | 4,277 | Shares | Sole | 2025-08-01 | |
| 2024-06-30 | $441,770 | 7,790 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $585,148 | 9,790 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $655,034 | 10,613 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $600,689 | 10,330 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $597,571 | 8,426 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $680,470 | 8,695 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $363,530 | 4,336 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $355,809 | 4,564 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $374,624 | 4,435 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $399,588 | 4,531 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $411,320 | 4,521 | Shares | Sole | 2022-02-08 | |
| 2020-12-31 | $427,532 | 4,942 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,529 | 3,214 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||