Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,776
+$149,636 QoQ
Shares Held
2,875
+205.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#827
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, 2026Focused Wealth Management, Inc holds $2,648,073 across 6 Utilities - Regulated Electric names. ES ranks #6 (7.8% of the industry book) .
All Filings in ES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,776 | 2,875 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $58,140 | 942 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $54,777 | 942 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $66,806 | 942 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $73,720 | 942 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $78,977 | 942 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $73,438 | 942 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $79,570 | 942 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $83,074 | 942 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $90,161 | 991 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $81,024 | 991 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $42,045 | 524 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $45,373 | 524 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $45,331 | 524 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $51,801 | 620 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $51,627 | 620 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $48,490 | 620 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||