Colonial Trust Advisors

Position in ES — Eversource Energy

CIK 1567993 SPARTANBURG, SC

Position in ES

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$17,561

+$726 QoQ

Shares Held

243

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#973

of 1,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Advisors holds $27,517,878 across 16 Utilities - Regulated Electric names. ES ranks #14 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	135,471	$17,147,919
2	NEE	Nextera Energy Inc	91,382	$8,020,598
3	SO	Southern Co	6,461	$618,382
4	WEC	Wec Energy Group, Inc.	4,372	$510,518
5	AEP	American Electric Power Co Inc	3,074	$420,553
6	D	Dominion Energy, Inc	3,290	$224,674
7	XEL	Xcel Energy Inc	1,795	$144,138
8	ETR	Entergy Corp /De/	1,220	$140,129

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,561	243	0.0%	Shares	Sole	2026-08-11
2026-03-31	$16,835	243	0.0%	Shares	Sole	2026-05-12
2025-12-31	$16,361	243	0.0%	Shares	Sole	2026-02-12
2025-09-30	$17,287	243	0.0%	Shares	Sole	2025-11-10
2025-06-30	$15,459	243	-17.1%	Shares	Sole	2025-08-13
2025-03-31	$18,198	293	0.0%	Shares	Sole	2025-05-14
2024-12-31	$16,826	293	0.0%	Shares	Sole	2025-02-13
2024-09-30	$19,938	293	0.0%	Shares	Sole	2024-11-12
2024-06-30	$16,616	293	-12.5%	Shares	Sole	2024-08-14
2024-03-31	$20,022	335	-1.5%	Shares	Sole	2024-05-14
2023-12-31	$20,984	340	+14.1%	Shares	Sole	2024-02-14
2023-09-30	$17,328	298	-1.3%	Shares	Sole	2023-11-13
2023-06-30	$21,417	302	0.0%	Shares	Sole	2023-08-14
2023-03-31	$23,634	302	0.0%	Shares	Sole	2023-05-11
2022-12-31	$25,319	302	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.