Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$351,737
+$14,553 QoQ
Shares Held
4,867
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#673
of 1,108 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LGT Group Foundation holds $238,472,303 across 7 Utilities - Regulated Electric names. ES ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,548,827 | $223,710,543 | |
| 2 | D |
Dominion Energy, Inc
|
181,802 | $12,415,256 | |
| 3 | EIX |
Edison International
|
14,900 | $1,109,304 | |
| 4 | EXC |
Exelon Corp
|
8,947 | $417,109 | |
| 5 | ES |
Eversource Energy
This page
|
4,867 | $351,737 | |
| 6 | NGG |
National Grid PLC
|
3,770 | $312,419 | |
| 7 | CIG |
Energy Co Of Minas Gerais
|
74,255 | $155,935 |
All Filings in ES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,737 | 4,867 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $337,184 | 4,867 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $241,378 | 3,585 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $255,036 | 3,585 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $228,077 | 3,585 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $222,664 | 3,585 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $205,886 | 3,585 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $243,959 | 3,585 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $203,305 | 3,585 | Shares | Defined | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||