Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,680,711
+$52,077 QoQ
Shares Held
23,256
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#363
of 1,109 holders
Holding Since
Dec 2024
7 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. ES ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
This page
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in ES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,711 | 23,256 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,628,634 | 23,508 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,667,696 | 24,769 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,887,771 | 26,536 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,683,830 | 26,467 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,630,822 | 26,257 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $208,298 | 3,627 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||