Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,680,783
-$391,356 QoQ
Shares Held
50,931
-13.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
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, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. ES ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,680,783 | 50,931 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,072,139 | 58,778 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,099,184 | 60,882 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,469,725 | 62,830 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,982,102 | 62,592 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,719,237 | 43,781 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,004,794 | 52,321 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,539,222 | 22,619 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,942,568 | 51,888 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,065,124 | 51,282 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,695,435 | 43,672 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,174,984 | 37,403 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,432,484 | 34,299 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,984,364 | 38,134 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,043,724 | 36,304 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,931,528 | 37,603 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $3,346,869 | 39,622 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,066,819 | 23,436 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,044,320 | 22,470 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,885,221 | 23,058 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,459,163 | 18,185 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,536,451 | 17,744 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,278,586 | 26,339 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,549,851 | 18,550 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,460,805 | 17,543 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $1,430,773 | 18,294 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||