Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,517,160
+$10,148,418 QoQ
Shares Held
1,487,715
+5.9% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#34
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. ES ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,517,160 | 1,487,715 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $97,368,742 | 1,405,438 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $66,233,595 | 983,716 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $63,348,745 | 890,480 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $57,288,854 | 900,485 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $60,019,251 | 966,338 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60,768,002 | 1,058,123 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $79,607,951 | 1,169,845 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $77,880,068 | 1,373,304 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $93,742,488 | 1,568,387 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $404,022,204 | 6,546,050 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $459,299,692 | 7,898,533 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $557,694,878 | 7,863,718 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $605,380,464 | 7,735,503 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $632,366,552 | 7,542,540 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $586,084,256 | 7,517,756 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $621,435,482 | 7,356,878 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $645,926,751 | 7,324,263 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $610,046,554 | 6,705,282 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $559,791,832 | 6,846,769 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $546,678,647 | 6,813,044 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $612,387,857 | 7,072,270 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $602,080,531 | 6,959,664 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $578,914,856 | 6,928,963 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $578,491,343 | 6,947,176 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $551,424,139 | 7,050,558 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||