Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,216,087
+$17,614,044 QoQ
Shares Held
252,056
+2800.5% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#127
of 1,108 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. ES ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
This page
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in ES
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,216,087 | 252,056 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $602,043 | 8,690 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $796,513 | 11,830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,676,571 | 37,624 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $158,413 | 2,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $96,580 | 1,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $177,688 | 3,094 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,473 | 198 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,718 | 189 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,427 | 141 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,072 | 147 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $930 | 16 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,687 | 52 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $939 | 12 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,006 | 12 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $857 | 11 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $929 | 11 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||