Position in ES
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$932,788
+$20,717 QoQ
Shares Held
12,907
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#456
of 1,109 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GAMMA Investing LLC holds $45,973,504 across 39 Utilities - Regulated Electric names. ES ranks #18 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,648 | $5,323,074 | |
| 2 | AEP |
American Electric Power Co Inc
|
32,204 | $4,405,829 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,049 | $3,508,821 | |
| 4 | DUK |
Duke Energy CORP
|
25,658 | $3,247,789 | |
| 5 | SO |
Southern Co
|
30,705 | $2,938,775 | |
| 6 | D |
Dominion Energy, Inc
|
34,393 | $2,348,697 | |
| 7 | ETR |
Entergy Corp /De/
|
19,984 | $2,295,362 | |
| 8 | XEL |
Xcel Energy Inc
|
23,543 | $1,890,502 |
All Filings in ES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,788 | 12,907 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $912,071 | 13,165 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $813,750 | 12,086 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $845,498 | 11,885 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $640,526 | 10,068 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $424,273 | 6,831 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $315,750 | 5,498 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $375,636 | 5,520 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $332,830 | 5,869 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $103,880 | 1,738 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $85,235 | 1,381 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||