Position in ES
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,815,408
-$665,890 QoQ
Shares Held
430,361
-4.9% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.88082098517292.ToString("F0")%
Shared 0.ToString("F0")%
None 10.119179014827088.ToString("F0")%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,108,434,521 across 33 Utilities - Regulated Electric names. ES ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,849,628 | $264,673,445 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,234,259 | $142,890,160 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,004,345 | $131,649,541 | |
| 4 | DUK |
Duke Energy CORP
|
808,403 | $105,852,285 | |
| 5 | SO |
Southern Co
|
1,055,529 | $101,879,656 | |
| 6 | ES |
Eversource Energy
This page
|
430,361 | $29,815,408 | |
| 7 | ETR |
Entergy Corp /De/
|
255,940 | $28,757,416 | |
| 8 | PPL |
PPL Corp
|
737,511 | $28,172,919 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,815,408 | 430,361 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,481,298 | 452,715 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,895,633 | 462,407 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $31,041,531 | 487,921 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $28,844,004 | 464,402 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,731,682 | 239,103 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,873,471 | 247,957 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,579,118 | 257,082 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,908,800 | 266,167 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,324,542 | 296,898 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $20,163,452 | 346,749 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,023,992 | 381,049 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,524,052 | 377,256 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,691,601 | 378,001 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $29,456,638 | 377,843 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,966,741 | 378,439 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,259,005 | 377,129 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,830,000 | 371,840 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,470,963 | 360,457 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,364,807 | 341,037 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,325,171 | 373,313 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,516,561 | 422,108 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $35,214,233 | 421,475 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $35,663,872 | 428,292 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,480,127 | 440,866 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||