Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$35,050
+$1,450 QoQ
Shares Held
485
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#930
of 1,109 holders
Holding Since
Sep 2024
8 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, 2026Independence Bank of Kentucky holds $5,548,068 across 13 Utilities - Regulated Electric names. ES ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 2 | DUK |
Duke Energy CORP
|
5,532 | $700,240 | |
| 3 | SO |
Southern Co
|
4,264 | $408,107 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,965 | $268,831 | |
| 5 | D |
Dominion Energy, Inc
|
1,701 | $116,161 | |
| 6 | EXC |
Exelon Corp
|
2,031 | $94,685 | |
| 7 | FE |
Firstenergy Corp
|
1,710 | $81,293 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
656 | $76,601 |
All Filings in ES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,050 | 485 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $33,600 | 485 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $32,655 | 485 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $34,502 | 485 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,855 | 485 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $30,123 | 485 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $27,853 | 485 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,004 | 485 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||