Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$489,990
+$211,138 QoQ
Shares Held
6,780
+68.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#591
of 1,106 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. ES ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
60,496 | $4,131,271 | |
| 2 | NEE |
Nextera Energy Inc
|
36,472 | $3,201,147 | |
| 3 | DUK |
Duke Energy CORP
|
5,628 | $712,392 | |
| 4 | SO |
Southern Co
|
5,706 | $546,121 | |
| 5 | ES |
Eversource Energy
This page
|
6,780 | $489,990 | |
| 6 | XEL |
Xcel Energy Inc
|
5,389 | $432,736 | |
| 7 | ED |
Consolidated Edison Inc
|
2,514 | $278,123 | |
| 8 | DTE |
Dte Energy Co
|
1,756 | $267,561 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,990 | 6,780 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $278,852 | 4,025 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $271,003 | 4,025 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $307,680 | 4,325 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $275,156 | 4,325 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $277,321 | 4,465 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $263,603 | 4,590 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $325,279 | 4,780 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $271,073 | 4,780 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $274,344 | 4,590 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $232,746 | 3,771 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $271,618 | 4,671 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $331,267 | 4,671 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $365,552 | 4,671 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $396,647 | 4,731 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $368,828 | 4,731 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $399,627 | 4,731 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $480,370 | 5,447 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $499,207 | 5,487 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $448,617 | 5,487 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $449,584 | 5,603 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $485,163 | 5,603 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $484,715 | 5,603 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $468,130 | 5,603 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $484,464 | 5,818 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $462,846 | 5,918 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||