Position in ES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$297,968
+$3,460 QoQ
Shares Held
4,123
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#715
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. ES ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
This page
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,968 | 4,123 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $294,508 | 4,251 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $312,074 | 4,635 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $338,626 | 4,760 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $511,759 | 8,044 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $484,830 | 7,806 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $445,197 | 7,752 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $536,029 | 7,877 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $459,067 | 8,095 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $477,562 | 7,990 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $515,670 | 8,355 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $478,632 | 8,231 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $502,822 | 7,090 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $802,478 | 10,254 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $858,521 | 10,240 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $844,384 | 10,831 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $913,120 | 10,810 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,094,173 | 12,407 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,132,791 | 12,451 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,262,129 | 15,437 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,273,489 | 15,871 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,473,328 | 17,015 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,483,127 | 17,144 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,468,558 | 17,577 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,452,395 | 17,442 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,591,495 | 20,349 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||