Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,088,963
+$5,682,072 QoQ
Shares Held
1,301,909
+2.0% QoQ
Ownership
0.346%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#37
of 1,109 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empower Advisory Group, LLC holds $1,131,698,777 across 14 Utilities - Regulated Electric names. ES ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,148,375 | $188,562,873 | |
| 2 | DUK |
Duke Energy CORP
|
1,406,743 | $178,065,528 | |
| 3 | SO |
Southern Co
|
1,634,931 | $156,479,246 | |
| 4 | AEP |
American Electric Power Co Inc
|
883,476 | $120,868,351 | |
| 5 | PPL |
PPL Corp
|
2,727,832 | $99,156,693 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
901,686 | $96,480,402 | |
| 7 | ES |
Eversource Energy
This page
|
1,301,909 | $94,088,963 | |
| 8 | EVRG |
Evergy, Inc.
|
1,082,040 | $93,520,717 |
All Filings in ES
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,088,963 | 1,301,909 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $88,406,891 | 1,276,081 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $83,681,359 | 1,242,854 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $88,872,783 | 1,249,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,431,923 | 1,248,537 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $71,647,984 | 1,153,566 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $63,331,506 | 1,102,760 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $80,042,587 | 1,176,232 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $64,443,485 | 1,136,369 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $65,944,599 | 1,103,306 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $57,194,319 | 926,674 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $41,134,030 | 707,378 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $58,104,401 | 819,295 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $63,249,418 | 808,196 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||