Position in ES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$10,406
+$430 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,003
of 1,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names. ES ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,406 | 144 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,976 | 144 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,695 | 144 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $188,094 | 2,644 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $168,211 | 2,644 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $164,218 | 2,644 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $151,844 | 2,644 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $179,924 | 2,644 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $149,941 | 2,644 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $158,031 | 2,644 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $163,187 | 2,644 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $153,748 | 2,644 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $187,512 | 2,644 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $206,919 | 2,644 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $221,672 | 2,644 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $206,126 | 2,644 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $223,338 | 2,644 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $281,678 | 3,194 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $281,310 | 3,092 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $252,801 | 3,092 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $248,102 | 3,092 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $284,790 | 3,292 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $275,046 | 3,292 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $274,124 | 3,292 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $257,467 | 3,292 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||