Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$104,574
+$4,603 QoQ
Shares Held
1,447
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#867
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. ES ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,574 | 1,447 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $99,971 | 1,443 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $94,598 | 1,405 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $106,923 | 1,503 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $92,821 | 1,459 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $85,277 | 1,373 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $80,344 | 1,399 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $113,235 | 1,664 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $90,339 | 1,593 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $95,512 | 1,598 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $104,553 | 1,694 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $51,986 | 894 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $166,874 | 2,353 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $181,797 | 2,323 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $204,737 | 2,442 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $216,105 | 2,772 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $212,779 | 2,519 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $234,232 | 2,656 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $274,395 | 3,016 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,666,432 | 20,382 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,653,666 | 20,609 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,797,435 | 20,758 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,819,391 | 21,031 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,808,690 | 21,648 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,830,191 | 21,979 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,559,976 | 19,946 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||