Position in ES
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$150,198
-$31,794 QoQ
Shares Held
2,168
-19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. ES ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,198 | 2,168 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $181,992 | 2,703 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $164,332 | 2,310 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $101,982 | 1,603 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $118,256 | 1,904 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $114,342 | 1,991 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $133,037 | 1,955 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $109,903 | 1,938 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $91,208 | 1,526 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $92,949 | 1,506 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $65,767 | 1,131 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,189 | 609 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $49,224 | 629 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $49,046 | 585 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,261 | 401 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $33,111 | 392 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $34,481 | 391 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,113 | 320 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $26,163 | 320 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $23,269 | 290 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $23,119 | 267 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $22,752 | 263 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $21,973 | 263 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $22,732 | 273 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $21,116 | 270 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||