Position in ES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$549,830
+$85,585 QoQ
Shares Held
7,608
+13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#567
of 1,109 holders
Holding Since
Mar 2020
21 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, 2026Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. ES ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
183,905 | $16,141,341 | |
| 2 | DUK |
Duke Energy CORP
|
11,357 | $1,437,569 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,897 | $1,354,008 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
12,415 | $1,007,601 | |
| 5 | ED |
Consolidated Edison Inc
|
8,840 | $977,969 | |
| 6 | ETR |
Entergy Corp /De/
|
8,214 | $943,460 | |
| 7 | SO |
Southern Co
|
8,326 | $796,881 | |
| 8 | EXC |
Exelon Corp
|
16,158 | $753,285 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,830 | 7,608 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $464,245 | 6,701 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $347,759 | 5,165 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $223,306 | 3,510 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $428,745 | 6,903 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $400,516 | 6,974 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $227,287 | 3,340 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $235,254 | 3,936 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $208,181 | 3,373 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $658,730 | 7,857 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $620,171 | 7,955 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $682,095 | 8,075 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $719,630 | 8,160 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $746,490 | 8,205 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $670,840 | 8,205 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $666,393 | 8,305 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $719,822 | 8,313 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $732,826 | 8,471 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $708,504 | 8,480 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $709,377 | 8,519 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $655,321 | 8,379 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||