Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,561,971
-$20,176 QoQ
Shares Held
21,613
-5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#372
of 1,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. ES ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
245,711 | $21,566,054 | |
| 2 | SO |
Southern Co
|
120,111 | $11,495,823 | |
| 3 | DUK |
Duke Energy CORP
|
84,401 | $10,683,478 | |
| 4 | AEP |
American Electric Power Co Inc
|
58,757 | $8,038,545 | |
| 5 | EXC |
Exelon Corp
|
149,839 | $6,985,494 | |
| 6 | ETR |
Entergy Corp /De/
|
56,685 | $6,510,839 | |
| 7 | D |
Dominion Energy, Inc
|
93,312 | $6,372,276 | |
| 8 | XEL |
Xcel Energy Inc
|
65,010 | $5,220,303 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,561,971 | 21,613 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,582,147 | 22,837 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,700,621 | 25,258 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,680,326 | 23,620 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,220,486 | 19,184 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,298,347 | 20,904 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,020,933 | 17,777 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,139,225 | 16,741 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,317,486 | 23,232 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,363,891 | 22,819 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,410,980 | 22,861 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,703,446 | 29,294 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,808,105 | 25,495 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,267,498 | 16,196 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,044,394 | 12,457 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $401,104 | 5,145 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $436,709 | 5,170 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $479,753 | 5,440 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $273,121 | 3,002 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||