Position in ES
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$18,498,012
+$10,025,068 QoQ
Shares Held
255,957
+109.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#123
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. ES ranks #9 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,498,012 | 255,957 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $8,472,944 | 122,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,767,420 | 85,659 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,102,089 | 71,719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,525,141 | 39,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,242,605 | 36,107 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,160,574 | 37,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,632,650 | 38,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,162,125 | 38,126 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,340,354 | 39,156 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,126,500 | 34,454 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,184,986 | 37,575 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,054,595 | 43,071 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,324,641 | 42,482 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,470,935 | 53,327 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,015,329 | 51,505 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,448,612 | 52,665 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,760,496 | 53,980 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,738,823 | 41,095 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,386,090 | 41,415 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,162,820 | 39,417 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,584,739 | 41,399 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,469,829 | 40,109 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,296,632 | 39,457 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,401,829 | 40,853 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,343,790 | 42,754 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||