Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$983,305
+$61,258 QoQ
Shares Held
13,606
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#441
of 1,106 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. ES ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
This page
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in ES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,305 | 13,606 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $922,047 | 13,309 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $872,462 | 12,958 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $945,308 | 13,288 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $836,603 | 13,150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $873,142 | 14,058 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $408,163 | 5,998 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||