Position in ES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,233,142
+$1,113,905 QoQ
Shares Held
86,248
+16.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#201
of 1,109 holders
Holding Since
Jun 2025
5 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, 20261834 INVESTMENT ADVISORS CO holds $25,075,271 across 7 Utilities - Regulated Electric names. ES ranks #3 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
96,305 | $7,169,907 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
56,469 | $6,593,885 | |
| 3 | ES |
Eversource Energy
This page
|
86,248 | $6,233,142 | |
| 4 | POR |
Portland General Electric Co /Or/
|
44,581 | $2,310,633 | |
| 5 | SO |
Southern Co
|
10,518 | $1,006,677 | |
| 6 | AEP |
American Electric Power Co Inc
|
7,272 | $994,882 | |
| 7 | D |
Dominion Energy, Inc
|
11,219 | $766,145 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,233,142 | 86,248 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,119,237 | 73,892 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,398,534 | 65,328 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,087,206 | 57,453 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,347,005 | 36,891 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||