Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$372,335
+$61,476 QoQ
Shares Held
5,152
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#664
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. ES ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,335 | 5,152 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $310,859 | 4,487 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $245,485 | 3,646 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $257,099 | 3,614 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $264,595 | 4,159 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $266,017 | 4,283 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $214,788 | 3,740 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $260,631 | 3,830 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $215,668 | 3,803 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $262,748 | 4,396 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $307,303 | 4,979 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $268,885 | 4,624 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $346,444 | 4,885 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $440,995 | 5,635 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $493,482 | 5,886 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $450,608 | 5,780 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $481,310 | 5,698 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $594,488 | 6,741 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $426,878 | 4,692 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $381,410 | 4,665 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $367,900 | 4,585 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $402,643 | 4,650 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $387,132 | 4,475 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $362,607 | 4,340 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $402,194 | 4,830 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $339,900 | 4,346 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||