Position in ES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,416,275
+$805,521 QoQ
Shares Held
116,456
+6.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#174
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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. ES ranks #16 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,416,275 | 116,456 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,610,754 | 109,855 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,367,301 | 124,273 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,341,393 | 131,310 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,324,677 | 130,850 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,215,227 | 132,269 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $8,495,562 | 147,929 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $10,564,354 | 155,244 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,901,007 | 139,323 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,208,752 | 137,339 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $8,172,592 | 132,414 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,681,091 | 132,091 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,140,595 | 128,886 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,250,319 | 92,644 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,795,148 | 81,049 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,830,146 | 100,438 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $8,336,597 | 98,693 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,635,035 | 97,914 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,095,555 | 45,016 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,716,809 | 45,460 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,621,311 | 45,131 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,328,259 | 38,437 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,955,700 | 34,166 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,424,704 | 29,021 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,154,444 | 25,873 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,490,206 | 31,840 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||