Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$393,148
+$16,265 QoQ
Shares Held
5,440
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#644
of 1,109 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Family Trust holds $3,638,125 across 10 Utilities - Regulated Electric names. ES ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,650 | $909,786 | |
| 2 | D |
Dominion Energy, Inc
|
6,540 | $446,616 | |
| 3 | ES |
Eversource Energy
This page
|
5,440 | $393,148 | |
| 4 | EVRG |
Evergy, Inc.
|
3,970 | $343,127 | |
| 5 | NEE |
Nextera Energy Inc
|
3,660 | $321,238 | |
| 6 | ETR |
Entergy Corp /De/
|
2,560 | $294,041 | |
| 7 | FE |
Firstenergy Corp
|
5,435 | $258,379 | |
| 8 | AEE |
Ameren Corp
|
2,110 | $238,514 |
All Filings in ES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,148 | 5,440 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $376,883 | 5,440 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $366,275 | 5,440 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $387,001 | 5,440 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $346,092 | 5,440 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $337,878 | 5,440 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $312,419 | 5,440 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $370,192 | 5,440 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $308,502 | 5,440 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $325,148 | 5,440 | Shares | Defined | 2024-05-09 | |
| 2022-12-31 | $202,054 | 2,410 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||