Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$557,418
+$21,053 QoQ
Shares Held
7,713
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 1,109 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. ES ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,418 | 7,713 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $536,365 | 7,742 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $521,538 | 7,746 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $452,308 | 6,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $380,765 | 5,985 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $369,057 | 5,942 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $344,120 | 5,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $409,116 | 6,012 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $335,893 | 5,923 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $356,049 | 5,957 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $369,147 | 5,981 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $350,935 | 6,035 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $342,898 | 4,835 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $389,343 | 4,975 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $446,699 | 5,328 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $421,295 | 5,404 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $475,143 | 5,625 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $484,515 | 5,494 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $427,424 | 4,698 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $430,221 | 5,262 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $402,724 | 5,019 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $420,307 | 4,854 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,099,628 | 12,711 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,052,479 | 12,597 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,061,359 | 12,746 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $953,067 | 12,186 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||