Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$109,199
-$19,038 QoQ
Shares Held
1,511
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#863
of 1,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. ES ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,199 | 1,511 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $128,237 | 1,851 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $123,146 | 1,829 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $105,571 | 1,484 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $82,069 | 1,290 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $40,185 | 647 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $40,774 | 710 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $34,909 | 513 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $17,863 | 315 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $23,967 | 401 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $14,257 | 231 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $37,331 | 642 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $19,715 | 278 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $23,164 | 296 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $23,307 | 278 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $9,900 | 127 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $10,727 | 127 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $11,200 | 127 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $19,014 | 209 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||