Position in ES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,786,731
+$262,307 QoQ
Shares Held
38,560
+5.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#292
of 1,109 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $9,239,796 across 8 Utilities - Regulated Electric names. ES ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
40,031 | $3,513,520 | |
| 2 | ES |
Eversource Energy
This page
|
38,560 | $2,786,731 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,722 | $782,826 | |
| 4 | DTE |
Dte Energy Co
|
3,717 | $566,359 | |
| 5 | DUK |
Duke Energy CORP
|
3,827 | $484,421 | |
| 6 | SO |
Southern Co
|
4,560 | $436,437 | |
| 7 | IDA |
Idacorp Inc
|
2,398 | $362,817 | |
| 8 | LNT |
Alliant Energy Corp
|
4,020 | $306,685 |
All Filings in ES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,786,731 | 38,560 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,524,424 | 36,438 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,454,043 | 36,448 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,350,038 | 33,034 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,054,735 | 32,297 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $205,832 | 3,314 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $225,517 | 3,314 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $204,540 | 3,314 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $241,322 | 4,150 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $310,984 | 4,385 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $349,509 | 4,466 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $374,429 | 4,466 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $348,169 | 4,466 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $417,366 | 4,941 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $447,299 | 5,072 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $480,465 | 5,281 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $547,955 | 6,702 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $701,458 | 8,742 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $758,614 | 8,761 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $750,474 | 8,675 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $293,009 | 3,507 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $282,784 | 3,396 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $261,143 | 3,339 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||