Position in ES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,460,143
+$82,095 QoQ
Shares Held
20,204
+1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#381
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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. ES ranks #15 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460,143 | 20,204 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,378,048 | 19,891 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,348,687 | 20,031 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,411,417 | 19,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,261,839 | 19,834 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,273,751 | 20,508 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,225,038 | 21,331 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,451,302 | 21,327 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,208,603 | 21,312 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,294,258 | 21,654 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,134,153 | 34,578 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,879,988 | 32,330 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,344,614 | 33,060 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,581,484 | 32,986 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,532,638 | 30,208 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,413,563 | 30,959 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,700,082 | 31,965 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,672,597 | 30,305 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,788,082 | 30,645 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,476,101 | 30,285 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,430,068 | 30,285 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,957,221 | 34,152 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,303,989 | 38,192 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,980,739 | 47,645 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,946,581 | 47,395 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,101,808 | 39,660 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||