Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$837,459
+$73,996 QoQ
Shares Held
11,588
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 1,109 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $76,028,809 across 29 Utilities - Regulated Electric names. ES ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in ES
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,459 | 11,588 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $763,463 | 11,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $654,981 | 9,728 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $943,883 | 13,268 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $791,685 | 12,444 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $730,970 | 11,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $616,279 | 10,731 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $121,834 | 1,974 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $238,123 | 4,095 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $270,230 | 3,453 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $182,015 | 2,171 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $194,870 | 2,307 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $192,076 | 2,178 | Shares | Sole | 2022-05-23 | |
| 2021-06-30 | $122,526 | 1,527 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $100,609 | 1,163 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $133,595 | 1,599 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $104,566 | 1,337 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||