Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$359,214,853
+$20,476,460 QoQ
Shares Held
4,970,456
+1.7% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#14
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. ES ranks #12 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,214,853 | 4,970,456 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $338,738,393 | 4,889,411 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $341,761,355 | 5,075,915 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $361,995,888 | 5,088,500 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $319,692,661 | 5,025,034 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $327,539,195 | 5,273,534 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $293,524,900 | 5,111,003 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $376,185,910 | 5,528,081 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $322,451,755 | 5,685,977 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $369,394,558 | 6,180,267 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $385,640,754 | 6,248,230 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $385,456,753 | 6,628,663 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $458,541,061 | 6,465,610 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $493,644,358 | 6,307,748 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $472,201,132 | 5,632,170 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $433,640,337 | 5,562,344 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $417,200,285 | 4,939,035 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $445,564,276 | 5,052,322 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $459,894,710 | 5,054,899 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $410,035,964 | 5,015,117 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $380,331,742 | 4,739,927 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $438,790,927 | 5,067,455 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $418,670,248 | 4,839,559 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $387,929,417 | 4,643,081 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $370,107,253 | 4,444,665 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $336,834,123 | 4,306,791 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||