Position in ES
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,080
+$1,372 QoQ
Shares Held
181
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#992
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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. ES ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,080 | 181 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11,708 | 169 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,396 | 95 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,778 | 25 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,035 | 32 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,254 | 149 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,881 | 85 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,234 | 121 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,253 | 75 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,721 | 79 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,739 | 93 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,453 | 25 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,893 | 69 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,686 | 111 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $18,612 | 222 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,022 | 244 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $22,384 | 265 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,960 | 215 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,193 | 167 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,037 | 135 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,832 | 135 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,689 | 135 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $11,678 | 135 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,279 | 135 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $11,241 | 135 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $10,558 | 135 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||