Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$216
+$9 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,099
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $578,365 across 24 Utilities - Regulated Electric names. ES ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,225 | $117,244 | |
| 2 | DUK |
Duke Energy CORP
|
647 | $81,897 | |
| 3 | NEE |
Nextera Energy Inc
|
559 | $49,063 | |
| 4 | AEE |
Ameren Corp
|
423 | $47,815 | |
| 5 | EVRG |
Evergy, Inc.
|
553 | $47,795 | |
| 6 | AEP |
American Electric Power Co Inc
|
348 | $47,609 | |
| 7 | XEL |
Xcel Energy Inc
|
498 | $39,989 | |
| 8 | EXC |
Exelon Corp
|
838 | $39,067 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216 | 3 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $207 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $201 | 3 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213 | 3 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $190 | 3 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||