Position in ES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,144,612
+$499,677 QoQ
Shares Held
237,230
-1.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#130
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. ES ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,144,612 | 237,230 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $16,644,935 | 240,256 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,580,027 | 231,398 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,684,565 | 262,645 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,002,615 | 282,971 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,362,291 | 279,541 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,062,797 | 262,281 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,043,457 | 265,150 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,626,302 | 257,914 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,894,265 | 249,193 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $15,687,681 | 254,175 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,650,020 | 251,935 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $17,419,795 | 245,626 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,495,661 | 249,114 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,953,208 | 249,919 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,517,286 | 250,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,777,001 | 245,969 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $21,798,716 | 247,179 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,905,488 | 251,764 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $20,397,648 | 249,482 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $20,944,084 | 261,018 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $21,511,640 | 248,431 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $21,563,482 | 249,260 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,995,780 | 251,296 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $22,273,142 | 267,481 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $19,301,211 | 246,787 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||