Position in ES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,922
-$968,633 QoQ
Shares Held
248
-98.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#971
of 1,109 holders
Holding Since
Dec 2020
19 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, 2026MCDONALD PARTNERS LLC holds $1,659,279 across 7 Utilities - Regulated Electric names. ES ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,980 | $1,139,254 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,172 | $433,961 | |
| 3 | DTE |
Dte Energy Co
|
200 | $30,474 | |
| 4 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 5 | ES |
Eversource Energy
This page
|
248 | $17,922 | |
| 6 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,922 | 248 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $986,555 | 15,507 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $938,544 | 15,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $825,096 | 14,367 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $840,961 | 12,358 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $693,052 | 12,221 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $702,656 | 11,756 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $666,946 | 10,806 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $534,980 | 9,200 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $635,088 | 8,955 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $690,253 | 8,820 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $743,828 | 8,872 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $678,174 | 8,699 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $707,351 | 8,374 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $731,006 | 8,289 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $604,696 | 7,396 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $558,390 | 6,959 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $583,530 | 6,739 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $662,147 | 7,654 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||