Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,126,183
-$99,619 QoQ
Shares Held
57,094
-6.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#253
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, 2026Utah Retirement Systems holds $174,686,472 across 27 Utilities - Regulated Electric names. ES ranks #18 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
316,968 | $27,820,281 | |
| 2 | SO |
Southern Co
|
171,346 | $16,399,525 | |
| 3 | DUK |
Duke Energy CORP
|
118,293 | $14,973,527 | |
| 4 | AEP |
American Electric Power Co Inc
|
82,685 | $11,312,134 | |
| 5 | D |
Dominion Energy, Inc
|
133,597 | $9,123,339 | |
| 6 | ETR |
Entergy Corp /De/
|
69,458 | $7,977,945 | |
| 7 | XEL |
Xcel Energy Inc
|
94,795 | $7,612,038 | |
| 8 | EXC |
Exelon Corp
|
155,635 | $7,255,703 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,126,183 | 57,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,225,802 | 60,996 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,090,701 | 60,756 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,302,120 | 60,474 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,847,355 | 60,474 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,771,194 | 60,718 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,407,379 | 59,331 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,949,009 | 58,031 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,279,596 | 57,831 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,600,006 | 60,231 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,717,457 | 60,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,484,987 | 59,931 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,229,030 | 59,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,799,764 | 61,331 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,116,839 | 61,031 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,804,752 | 61,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,163,735 | 61,131 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $5,391,142 | 61,131 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,661,776 | 62,231 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,079,830 | 62,131 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,242,159 | 65,331 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,700,306 | 65,831 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,945,918 | 68,731 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,500,180 | 65,831 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,348,515 | 64,231 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,827,981 | 61,731 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||