Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,439,111
+$2,853,167 QoQ
Shares Held
75,261
+101.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#221
of 1,108 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $104,734,012 across 23 Utilities - Regulated Electric names. ES ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
137,178 | $16,018,274 | |
| 2 | NEE |
Nextera Energy Inc
|
178,723 | $15,686,517 | |
| 3 | CMS |
Cms Energy Corp
|
130,184 | $9,959,076 | |
| 4 | EXC |
Exelon Corp
|
208,019 | $9,697,845 | |
| 5 | EVRG |
Evergy, Inc.
|
75,096 | $6,490,546 | |
| 6 | AEP |
American Electric Power Co Inc
|
46,665 | $6,384,238 | |
| 7 | ES |
Eversource Energy
This page
|
75,261 | $5,439,111 | |
| 8 | AEE |
Ameren Corp
|
46,364 | $5,240,986 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,439,111 | 75,261 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,585,944 | 37,326 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,698,787 | 40,083 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $3,035,045 | 42,663 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,451,766 | 54,256 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,489,463 | 56,182 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,783,000 | 48,459 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,107,094 | 45,659 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,752,443 | 66,169 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,220,467 | 53,881 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,604,398 | 42,197 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,123,120 | 53,708 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,291,581 | 60,513 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,735,746 | 60,513 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $5,487,746 | 65,455 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,373,392 | 68,925 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,700,373 | 67,484 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,242,365 | 59,444 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $5,418,858 | 59,561 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||