Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$280,046
+$11,586 QoQ
Shares Held
3,875
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#741
of 1,109 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $22,003,541 across 18 Utilities - Regulated Electric names. ES ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,865 | $10,235,891 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
117,098 | $9,503,673 | |
| 3 | NEE |
Nextera Energy Inc
|
5,363 | $470,710 | |
| 4 | ES |
Eversource Energy
This page
|
3,875 | $280,046 | |
| 5 | ETR |
Entergy Corp /De/
|
2,400 | $275,664 | |
| 6 | D |
Dominion Energy, Inc
|
3,970 | $271,111 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,064 | $241,013 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,261 | $172,517 |
All Filings in ES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,046 | 3,875 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $268,460 | 3,875 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $260,903 | 3,875 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $275,667 | 3,875 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $246,527 | 3,875 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $4,658 | 75 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $4,307 | 75 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $5,103 | 75 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $4,253 | 75 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $4,482 | 75 | Shares | Defined | 2024-04-08 | |
| 2023-06-30 | $142,194 | 2,005 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $156,911 | 2,005 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $168,099 | 2,005 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $191,547 | 2,457 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $169,362 | 2,005 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $176,820 | 2,005 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $182,414 | 2,005 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $168,834 | 2,065 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $178,808 | 2,065 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $178,643 | 2,065 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $167,517 | 2,005 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $166,956 | 2,005 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||