Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$41,699
+$1,725 QoQ
Shares Held
577
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#917
of 1,109 holders
Holding Since
Sep 2022
16 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, 2026DT Investment Partners, LLC holds $2,102,557 across 16 Utilities - Regulated Electric names. ES ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,715 | $1,467,075 | |
| 2 | SO |
Southern Co
|
2,201 | $210,657 | |
| 3 | LNT |
Alliant Energy Corp
|
1,636 | $124,810 | |
| 4 | AEP |
American Electric Power Co Inc
|
593 | $81,128 | |
| 5 | EVRG |
Evergy, Inc.
|
600 | $51,858 | |
| 6 | ES |
Eversource Energy
This page
|
577 | $41,699 | |
| 7 | DTE |
Dte Energy Co
|
199 | $30,321 | |
| 8 | DUK |
Duke Energy CORP
|
190 | $24,050 |
All Filings in ES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,699 | 577 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $39,974 | 577 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,849 | 577 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $41,047 | 577 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,708 | 577 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $35,837 | 577 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $33,137 | 577 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $39,264 | 577 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $32,721 | 577 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $34,487 | 577 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,612 | 577 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $33,552 | 577 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $40,920 | 577 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $45,156 | 577 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $48,375 | 577 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $44,982 | 577 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||