Position in ES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$92,505
-$22,014 QoQ
Shares Held
1,280
-22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#876
of 1,109 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $2,199,463 across 25 Utilities - Regulated Electric names. ES ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,588 | $534,827 | |
| 2 | XEL |
Xcel Energy Inc
|
3,069 | $246,440 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 4 | DTE |
Dte Energy Co
|
1,362 | $207,527 | |
| 5 | DUK |
Duke Energy CORP
|
1,238 | $156,706 | |
| 6 | ED |
Consolidated Edison Inc
|
1,081 | $119,590 | |
| 7 | NEE |
Nextera Energy Inc
|
1,086 | $95,318 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,155 | $93,739 |
All Filings in ES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,505 | 1,280 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $114,519 | 1,653 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $111,296 | 1,653 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $117,594 | 1,653 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $182,398 | 2,867 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,956 | 112 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,432 | 112 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,112 | 178 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||