Position in ES
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,268,988
+$415,541 QoQ
Shares Held
31,396
+17.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#316
of 1,108 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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. ES ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
This page
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268,988 | 31,396 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,853,447 | 26,753 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,782,831 | 26,479 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,917,223 | 26,950 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,718,821 | 27,017 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,681,690 | 27,076 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,547,393 | 26,944 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,807,203 | 26,557 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,507,748 | 26,587 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,614,806 | 27,017 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,682,734 | 27,264 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,563,595 | 26,889 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,880,089 | 26,510 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,112,002 | 26,987 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,353,137 | 28,067 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,185,530 | 28,034 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,355,108 | 27,881 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,472,847 | 28,040 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,797,453 | 30,748 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,376,354 | 29,065 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,390,349 | 29,790 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,553,712 | 29,492 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,564,588 | 29,645 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,495,805 | 29,872 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,452,384 | 29,451 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,304,770 | 29,469 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||