Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,231,697
+$515,335 QoQ
Shares Held
86,228
+4.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#202
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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. ES ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
This page
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
|
32,964 | $2,647,009 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,231,697 | 86,228 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,716,362 | 82,511 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,112,838 | 75,937 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,176,004 | 72,758 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,222,968 | 66,378 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,927,898 | 63,241 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,083,646 | 18,869 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,284,035 | 18,869 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,070,060 | 18,869 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,127,800 | 18,869 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,164,594 | 18,869 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,097,232 | 18,869 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,338,189 | 18,869 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,476,687 | 18,869 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,614,926 | 19,262 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,501,665 | 19,262 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,638,549 | 19,398 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,710,709 | 19,398 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,752,456 | 19,262 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,575,351 | 19,268 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,580,728 | 19,700 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,705,823 | 19,700 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,703,554 | 19,692 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,645,266 | 19,692 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,639,752 | 19,692 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,540,111 | 19,692 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||