Position in ES
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$24,156,536
+$24,156,536 QoQ
Shares Held
334,254
Ownership
0.089%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#106
of 1,106 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Derivatives in ES
reported options exposure · as of Dec 31, 2024CallValue
$235,463
CallShares
4,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. ES ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
This page
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,156,536 | 334,254 | Shares | Defined | 2026-08-17 | |
| 2024-12-31 | $235,463 | 4,100 | Call | Defined | 2025-02-27 | |
| 2023-09-30 | $756,531 | 13,010 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $990,681 | 13,969 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,799,980 | 23,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $1,516,287 | 19,375 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||