Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$902,869
+$68,323 QoQ
Shares Held
12,493
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#465
of 1,109 holders
Holding Since
Sep 2020
24 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, 2026Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. ES ranks #16 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,396 | $6,178,656 | |
| 2 | DUK |
Duke Energy CORP
|
31,163 | $3,944,612 | |
| 3 | SO |
Southern Co
|
37,799 | $3,617,742 | |
| 4 | AEP |
American Electric Power Co Inc
|
18,071 | $2,472,293 | |
| 5 | D |
Dominion Energy, Inc
|
29,275 | $1,999,189 | |
| 6 | ETR |
Entergy Corp /De/
|
14,767 | $1,696,137 | |
| 7 | EIX |
Edison International
|
22,398 | $1,667,531 | |
| 8 | EXC |
Exelon Corp
|
34,851 | $1,624,753 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,869 | 12,493 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $834,546 | 12,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $811,528 | 12,053 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $893,233 | 12,556 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $790,605 | 12,427 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $766,375 | 12,339 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $682,785 | 11,889 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $819,253 | 12,039 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $667,590 | 11,772 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $749,754 | 12,544 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $747,984 | 12,119 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $699,370 | 12,027 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $767,709 | 10,825 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $746,287 | 9,536 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $757,242 | 9,032 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $647,613 | 8,307 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $585,714 | 6,934 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $578,438 | 6,559 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $529,503 | 5,820 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $345,926 | 4,231 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $268,884 | 3,351 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $290,163 | 3,351 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $289,895 | 3,351 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $229,595 | 2,748 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||