Position in ES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$253,338,944
+$21,732,030 QoQ
Shares Held
3,656,740
+6.3% QoQ
Ownership
0.972%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026HSBC HOLDINGS PLC holds $3,209,686,980 across 30 Utilities - Regulated Electric names. ES ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
8,409,268 | $412,222,314 | |
| 2 | PCG |
PG&E Corp
|
18,903,703 | $332,138,058 | |
| 3 | NEE |
Nextera Energy Inc
|
3,493,007 | $324,430,485 | |
| 4 | EIX |
Edison International
|
3,485,044 | $255,035,516 | |
| 5 | ES |
Eversource Energy
This page
|
3,656,740 | $253,338,944 | |
| 6 | DUK |
Duke Energy CORP
|
1,436,896 | $188,147,160 | |
| 7 | SO |
Southern Co
|
1,750,054 | $168,915,209 | |
| 8 | D |
Dominion Energy, Inc
|
2,585,001 | $159,804,758 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,338,944 | 3,656,740 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $231,606,914 | 3,439,877 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $247,089,776 | 3,473,289 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $191,729,937 | 3,013,674 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $182,716,686 | 2,941,824 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $156,193,517 | 2,719,720 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $141,167,204 | 2,074,463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $100,120,425 | 1,765,481 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $83,141,442 | 1,391,023 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $99,282,975 | 1,608,603 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $74,788,631 | 1,286,133 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $78,703,682 | 1,109,753 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $76,834,257 | 981,782 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $95,427,524 | 1,138,210 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $58,903,846 | 755,565 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,612,486 | 551,823 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $47,175,475 | 534,930 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $46,025,598 | 505,887 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,061,502 | 343,218 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,954,479 | 310,998 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,645,387 | 307,719 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $31,292,050 | 361,716 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $20,647,126 | 247,123 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,559,123 | 234,888 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,079,350 | 205,592 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||