Position in ES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,146,563
+$243,303 QoQ
Shares Held
29,702
+8.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#322
of 1,109 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026iA Global Asset Management Inc. holds $203,743,563 across 16 Utilities - Regulated Electric names. ES ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
1,425,936 | $109,084,104 | |
| 2 | DUK |
Duke Energy CORP
|
153,077 | $19,376,486 | |
| 3 | SO |
Southern Co
|
186,800 | $17,878,628 | |
| 4 | NEE |
Nextera Energy Inc
|
145,331 | $12,755,701 | |
| 5 | ETR |
Entergy Corp /De/
|
98,710 | $11,337,830 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,185 | $10,696,489 | |
| 7 | EXC |
Exelon Corp
|
131,414 | $6,126,520 | |
| 8 | XEL |
Xcel Energy Inc
|
72,848 | $5,849,694 |
All Filings in ES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,146,563 | 29,702 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,903,260 | 27,472 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,978,424 | 29,384 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||