Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$75,233
+$62,832 QoQ
Shares Held
1,041
+481.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#884
of 1,109 holders
Holding Since
Sep 2020
9 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, 2026ATLAS CAPITAL ADVISORS INC. holds $2,516,489 across 21 Utilities - Regulated Electric names. ES ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
8,884 | $661,413 | |
| 2 | KEP |
Korea Electric Power Corp
|
39,235 | $474,743 | |
| 3 | ETR |
Entergy Corp /De/
|
3,221 | $369,964 | |
| 4 | AEE |
Ameren Corp
|
1,425 | $161,082 | |
| 5 | D |
Dominion Energy, Inc
|
2,038 | $139,175 | |
| 6 | PCG |
PG&E Corp
|
6,735 | $113,282 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,980 | $87,199 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
726 | $77,682 |
All Filings in ES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,233 | 1,041 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,401 | 179 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,052 | 179 | Shares | Sole | 2026-02-13 | |
| 2021-12-31 | $1,364 | 15 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,226 | 15 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,203 | 15 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $9,698 | 112 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $357,718 | 4,135 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $520,683 | 6,232 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||