Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,008,527
-$302,527 QoQ
Shares Held
13,955
-26.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#436
of 1,108 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. ES ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,248 | $9,149,846 | |
| 2 | DUK |
Duke Energy CORP
|
15,721 | $1,989,964 | |
| 3 | D |
Dominion Energy, Inc
|
25,421 | $1,736,000 | |
| 4 | ES |
Eversource Energy
This page
|
13,955 | $1,008,527 | |
| 5 | SO |
Southern Co
|
10,495 | $1,004,476 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
6,308 | $736,585 | |
| 7 | XEL |
Xcel Energy Inc
|
7,985 | $641,195 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,887 | $640,108 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,527 | 13,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,311,054 | 18,924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $977,362 | 14,516 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,033,023 | 14,521 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,918,143 | 30,150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,872,616 | 30,150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,632,447 | 28,425 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,863,685 | 27,387 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,553,116 | 27,387 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,650,668 | 27,617 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,638,566 | 75,155 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,297,993 | 108,306 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,681,061 | 108,306 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,439,167 | 107,835 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,796,033 | 116,842 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,861,571 | 88,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,702,228 | 91,183 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,313,318 | 94,266 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,422,707 | 103,569 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $11,296,615 | 138,168 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,111,586 | 150,942 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $14,769,483 | 170,568 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $14,991,577 | 173,293 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,181,944 | 169,742 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $6,165,450 | 78,832 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||