Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$299,197
-$5,357 QoQ
Shares Held
4,140
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#714
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. ES ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,197 | 4,140 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $304,554 | 4,396 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $292,750 | 4,348 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $236,753 | 3,328 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $279,991 | 4,401 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $236,763 | 3,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,139 | 3,868 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,548 | 3,770 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $239,429 | 4,222 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $262,988 | 4,400 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,517,324 | 24,584 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,217,375 | 38,132 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,394,684 | 33,766 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,558,162 | 32,688 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,013,457 | 12,088 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,426,894 | 31,130 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,487,303 | 29,446 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,625,680 | 29,773 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,571,185 | 28,261 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,243,903 | 27,445 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,196,409 | 27,373 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,339,402 | 27,017 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,615,110 | 30,229 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,072 | 719 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,514,504 | 30,197 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,354,277 | 30,102 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||