Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,511,165
+$166,787 QoQ
Shares Held
20,910
+7.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#376
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. ES ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
This page
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,165 | 20,910 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,344,378 | 19,405 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,270,719 | 18,873 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,323,061 | 18,598 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,283,533 | 20,175 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,200,834 | 19,334 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,251,686 | 21,795 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,423,537 | 20,919 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,252,326 | 22,083 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,162,646 | 19,452 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,185,764 | 19,212 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,367,397 | 23,515 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,351,026 | 19,050 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,502,748 | 19,202 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,141,733 | 13,618 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,004,592 | 12,886 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,086,622 | 12,864 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,132,447 | 12,841 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,151,806 | 12,660 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,020,855 | 12,486 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $994,895 | 12,399 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,073,629 | 12,399 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $972,285 | 11,239 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $918,130 | 10,989 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $876,833 | 10,530 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $765,832 | 9,792 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||