Position in ES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$832,261
+$19,607 QoQ
Shares Held
11,516
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#483
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. ES ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,261 | 11,516 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $812,654 | 11,730 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $781,499 | 11,607 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $757,925 | 10,654 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $747,535 | 11,750 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $810,970 | 13,057 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $760,545 | 13,243 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $811,836 | 11,930 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $664,868 | 11,724 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $704,927 | 11,794 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $764,340 | 12,384 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $669,888 | 11,520 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $457,008 | 6,444 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $492,490 | 6,293 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $522,407 | 6,231 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $341,308 | 4,378 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $346,411 | 4,101 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $360,873 | 4,092 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $310,696 | 3,415 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $287,958 | 3,522 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $224,912 | 2,803 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $225,393 | 2,603 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $231,414 | 2,675 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $207,955 | 2,489 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $210,673 | 2,530 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $177,693 | 2,272 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||