Position in ES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$448,290
+$11,965 QoQ
Shares Held
6,203
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#608
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. ES ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
This page
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,290 | 6,203 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $436,325 | 6,298 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $424,044 | 6,298 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $457,287 | 6,428 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $439,486 | 6,908 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $444,583 | 7,158 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $448,126 | 7,803 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $530,994 | 7,803 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $468,027 | 8,253 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $556,638 | 9,313 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $667,378 | 10,813 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $633,195 | 10,889 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,094,437 | 15,432 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,255,368 | 16,041 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,508,365 | 17,991 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,432,748 | 18,378 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,552,389 | 18,378 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,636,189 | 18,553 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,836,977 | 20,191 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,650,816 | 20,191 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,483,557 | 18,489 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,373,750 | 15,865 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,368,155 | 15,815 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,161,762 | 13,905 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $905,144 | 10,870 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $825,037 | 10,549 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||