Position in ES
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$29,814,627
+$4,356,860 QoQ
Shares Held
412,545
+12.3% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#95
of 1,115 holders
Holding Since
Mar 2020
26 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, 2026HighTower Advisors, LLC holds $988,501,740 across 32 Utilities - Regulated Electric names. ES ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
This page
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,814,627 | 412,545 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $25,457,767 | 367,462 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,928,909 | 325,693 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,936,146 | 294,295 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $15,480,909 | 243,334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,876,827 | 175,122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,209,762 | 55,890 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,026,518 | 59,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,338,914 | 58,877 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,596,599 | 60,174 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,529,754 | 73,392 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,252,393 | 73,128 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,968,683 | 55,960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,725,567 | 47,605 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,944,588 | 47,049 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,443,493 | 44,170 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,562,268 | 42,172 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,178,103 | 36,037 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,018,625 | 33,179 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,462,038 | 30,113 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,247,281 | 28,007 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,334,899 | 26,965 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,166,642 | 25,045 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,449,759 | 17,352 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,605,185 | 31,286 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,858,653 | 36,551 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||