Position in ES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,327,816
+$179,053 QoQ
Shares Held
59,884
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#247
of 1,108 holders
Holding Since
Sep 2025
4 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, 2026Morningstar Investment Management LLC holds $13,735,740 across 6 Utilities - Regulated Electric names. ES ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
67,602 | $5,032,968 | |
| 2 | ES |
Eversource Energy
This page
|
59,884 | $4,327,816 | |
| 3 | DUK |
Duke Energy CORP
|
26,772 | $3,388,799 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,265 | $446,684 | |
| 5 | D |
Dominion Energy, Inc
|
4,492 | $306,758 | |
| 6 | MGEE |
Mge Energy Inc
|
2,854 | $232,715 |
All Filings in ES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,816 | 59,884 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,148,763 | 59,884 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,724,089 | 55,311 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,934,824 | 55,311 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||