Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,812,676
+$814,332 QoQ
Shares Held
80,430
+11.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. ES ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,812,676 | 80,430 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,998,344 | 72,147 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,796,939 | 56,393 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,008,525 | 56,347 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,785,261 | 59,498 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $3,116,803 | 50,182 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,911,642 | 50,699 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,539,280 | 52,010 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,933,437 | 51,727 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $2,834,054 | 47,416 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $2,806,530 | 45,472 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $3,547,440 | 61,005 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,331,864 | 61,081 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,319,410 | 67,971 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,754,609 | 68,638 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,515,825 | 70,752 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $6,023,554 | 71,310 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,647,937 | 75,382 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $7,612,842 | 83,676 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,279,167 | 76,800 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,266,743 | 78,100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $43,389,295 | 501,089 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $44,675,494 | 516,420 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $44,557,382 | 533,302 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,123,742 | 565,915 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,525,388 | 198,509 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||