Position in ES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,045
+$416 QoQ
Shares Held
139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,004
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,345,135 across 28 Utilities - Regulated Electric names. ES ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,760 | $168,449 | |
| 2 | NEE |
Nextera Energy Inc
|
1,626 | $142,714 | |
| 3 | DUK |
Duke Energy CORP
|
1,096 | $138,731 | |
| 4 | LNT |
Alliant Energy Corp
|
1,702 | $129,845 | |
| 5 | AEP |
American Electric Power Co Inc
|
819 | $112,047 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
913 | $106,611 | |
| 7 | XEL |
Xcel Energy Inc
|
1,247 | $100,134 | |
| 8 | AEE |
Ameren Corp
|
853 | $96,423 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,045 | 139 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,629 | 139 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $9,358 | 139 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,888 | 139 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $9,543 | 150 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $75,587 | 1,217 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $68,571 | 1,194 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $83,633 | 1,229 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $69,696 | 1,229 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $75,728 | 1,267 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $53,511 | 867 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $50,416 | 867 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $71,061 | 1,002 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $73,251 | 936 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $76,210 | 909 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $69,306 | 889 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $73,657 | 872 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $77,695 | 881 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $79,334 | 872 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $70,885 | 867 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $69,568 | 867 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $75,073 | 867 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $75,004 | 867 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $72,437 | 867 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $72,195 | 867 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $67,808 | 867 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||