Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,011,201
+$673,681 QoQ
Shares Held
180,036
+1.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#147
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. ES ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,011,201 | 180,036 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,337,520 | 178,082 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $116,761,530 | 1,734,168 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $148,289,052 | 2,084,468 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $145,917,495 | 2,293,579 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $144,170,601 | 2,321,214 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $197,943,289 | 3,446,688 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $293,345,379 | 4,310,733 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $228,923,977 | 4,036,748 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $231,211,875 | 3,868,360 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $144,672,850 | 2,344,019 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $25,148,653 | 432,479 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $32,102,717 | 452,661 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $26,969,099 | 344,609 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $34,498,566 | 411,481 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $25,270,499 | 324,147 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,594,706 | 291,165 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $19,615,307 | 222,421 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $220,224,458 | 2,420,581 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $240,235,732 | 2,938,304 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $304,947,143 | 3,800,438 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $262,884,640 | 3,035,970 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $291,448,382 | 3,368,956 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $327,880,611 | 3,924,364 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $337,146,488 | 4,048,835 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $159,515,314 | 2,039,577 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||