Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$424,007
+$35,417 QoQ
Shares Held
5,867
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#624
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. ES ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,007 | 5,867 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $388,590 | 5,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $516,083 | 7,665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $595,298 | 8,368 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $495,663 | 7,791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $484,457 | 7,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $502,856 | 8,756 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $591,218 | 8,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $493,206 | 8,697 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $533,685 | 8,929 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $433,828 | 7,029 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $388,150 | 6,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $578,565 | 8,158 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $697,843 | 8,917 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $623,685 | 7,439 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $581,347 | 7,457 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $666,045 | 7,885 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $598,985 | 6,792 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $656,055 | 7,211 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $596,275 | 7,293 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $551,569 | 6,874 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,175,372 | 13,574 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,193,750 | 13,799 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,161,260 | 13,899 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,172,441 | 14,080 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,114,179 | 14,246 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||