Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,835,873
+$23,924,324 QoQ
Shares Held
537,372
+149.7% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#77
of 1,108 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 9%
Shared 17%
None 74%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. ES ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
This page
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,835,873 | 537,372 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,911,549 | 215,236 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,778,402 | 145,231 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $10,121,443 | 142,275 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,206,618 | 66,121 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,227,330 | 68,062 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,638,391 | 115,591 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,664,534 | 127,326 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,433,328 | 95,809 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,212,385 | 204,323 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,297,957 | 118,243 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,081,066 | 18,591 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,331,026 | 18,768 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,821,188 | 23,271 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,935,027 | 23,080 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,733,362 | 22,234 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,941,880 | 22,989 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $837,099 | 9,492 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $823,914 | 9,056 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||