Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$599,190
+$18,970 QoQ
Shares Held
8,291
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#549
of 1,108 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. ES ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,179 | $3,175,430 | |
| 2 | D |
Dominion Energy, Inc
|
22,694 | $1,549,773 | |
| 3 | SO |
Southern Co
|
14,645 | $1,401,672 | |
| 4 | DUK |
Duke Energy CORP
|
10,535 | $1,333,520 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,868 | $1,269,056 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,414 | $603,879 | |
| 7 | ES |
Eversource Energy
This page
|
8,291 | $599,190 | |
| 8 | MGEE |
Mge Energy Inc
|
4,546 | $370,680 |
All Filings in ES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,190 | 8,291 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $580,220 | 8,375 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $563,888 | 8,375 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $616,143 | 8,661 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $553,939 | 8,707 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $541,288 | 8,715 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $507,968 | 8,845 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $599,792 | 8,814 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $502,337 | 8,858 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $527,828 | 8,831 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $553,690 | 8,971 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $526,897 | 9,061 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $642,606 | 9,061 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $722,418 | 9,231 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $766,381 | 9,141 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $669,442 | 8,587 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $729,567 | 8,637 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $759,845 | 8,616 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $771,783 | 8,483 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $762,820 | 9,330 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $829,521 | 10,338 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $661,893 | 7,644 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $631,090 | 7,295 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||