Position in ES
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,155,163
+$612 QoQ
Shares Held
15,984
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 1,109 holders
Holding Since
Mar 2020
23 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. ES ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in ES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,163 | 15,984 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,154,551 | 16,665 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,135,789 | 16,869 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,057,496 | 14,865 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $955,254 | 15,015 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $868,359 | 13,981 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $926,231 | 16,128 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,317,652 | 19,363 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,158,642 | 20,431 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,345,362 | 22,509 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,207,243 | 19,560 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $267,793 | 3,776 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $316,639 | 4,046 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $431,021 | 5,141 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $395,101 | 5,068 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $357,477 | 4,232 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $342,177 | 3,880 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $340,811 | 3,746 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $327,694 | 4,008 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $200,196 | 2,312 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $280,897 | 3,247 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $263,266 | 3,151 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $230,328 | 2,945 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||