Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,066,054
-$3,879,973 QoQ
Shares Held
333,002
-17.4% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#107
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, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. ES ranks #14 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,066,054 | 333,002 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,946,027 | 403,378 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,097,766 | 402,462 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,232,163 | 368,740 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,228,550 | 270,804 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,414,306 | 264,278 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,580,586 | 271,297 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,657,289 | 215,390 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,185,594 | 73,807 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,565,244 | 93,111 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,923,268 | 95,970 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,884,594 | 427,938 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $36,052,536 | 508,355 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,855,510 | 113,155 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,969,206 | 130,835 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,903,811 | 255,308 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,654,270 | 220,839 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,159,861 | 171,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,863,012 | 119,400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,216,880 | 100,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,738,136 | 108,900 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,364,823 | 119,700 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,600,713 | 76,300 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,713,155 | 176,100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,005,254 | 180,200 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $11,825,352 | 151,200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||