Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$523,451
+$21,656 QoQ
Shares Held
7,243
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#577
of 1,109 holders
Holding Since
Mar 2020
21 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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. ES ranks #11 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,451 | 7,243 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $501,795 | 7,243 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $487,671 | 7,243 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $515,267 | 7,243 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $467,225 | 7,344 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $451,663 | 7,272 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $353,941 | 6,163 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $419,392 | 6,163 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $353,473 | 6,233 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $476,426 | 7,971 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $491,167 | 7,958 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $464,792 | 7,993 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $546,084 | 7,700 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $602,602 | 7,700 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $662,336 | 7,900 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $600,837 | 7,707 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $655,318 | 7,758 | Shares | Sole | 2022-07-22 | |
| 2020-12-31 | $536,535 | 6,202 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $490,271 | 5,868 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $469,809 | 5,642 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $464,723 | 5,942 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||