Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$135,711,846
+$19,543,080 QoQ
Shares Held
1,877,845
+12.0% QoQ
Ownership
0.499%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. ES ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,711,846 | 1,877,845 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $116,168,766 | 1,676,801 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $98,249,007 | 1,459,216 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $127,795,106 | 1,796,389 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $88,551,017 | 1,391,874 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $124,967,550 | 2,012,036 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $90,146,199 | 1,569,671 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $96,502,309 | 1,418,109 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $79,632,231 | 1,404,201 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $78,193,317 | 1,308,237 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $55,804,809 | 904,161 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $62,072,327 | 1,067,452 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,149,126 | 650,721 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $57,046,525 | 728,936 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $43,947,161 | 524,179 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $31,437,910 | 403,257 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $44,475,308 | 526,522 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $48,931,422 | 554,841 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $47,075,503 | 517,427 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $33,957,621 | 415,333 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $28,397,736 | 353,910 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $75,870,846 | 876,208 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $36,354,180 | 420,231 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $40,077,178 | 479,679 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $29,043,155 | 348,783 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $26,597,339 | 340,076 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||