Position in ES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,259,666
+$28,007 QoQ
Shares Held
17,430
-2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#397
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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. ES ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,259,666 | 17,430 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,231,659 | 17,778 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,074,451 | 15,958 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,152,965 | 16,207 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,025,363 | 16,117 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,005,623 | 16,191 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,029,317 | 17,923 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,085,669 | 15,954 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,137 | 408 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $24,386 | 408 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $25,181 | 408 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $23,725 | 408 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,468,768 | 48,911 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,511,917 | 44,875 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $54,244 | 647 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $50,440 | 647 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $54,652 | 647 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $57,058 | 647 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $58,864 | 647 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $33,358 | 408 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $32,737 | 408 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $35,328 | 408 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $35,296 | 408 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $34,088 | 408 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $33,974 | 408 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $31,909 | 408 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||