Position in ES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,269,711
+$72,237 QoQ
Shares Held
128,265
-3.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#166
of 1,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. ES ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
This page
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
|
139,450 | $6,501,159 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,269,711 | 128,265 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,197,474 | 132,758 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,133,179 | 135,648 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,239,322 | 143,932 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,332,608 | 146,693 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,467,240 | 152,427 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,789,719 | 48,576 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,200,663 | 47,034 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,678,810 | 47,237 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,863,879 | 47,915 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,027,551 | 49,053 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,838,714 | 66,014 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,710,719 | 66,423 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,128,534 | 65,532 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,800,470 | 69,185 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $5,172,957 | 66,354 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,556,436 | 65,780 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,966,935 | 67,660 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,157,981 | 67,685 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||