Position in ES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,009,322
+$1,003,528 QoQ
Shares Held
41,640
+43.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#283
of 1,109 holders
Holding Since
Mar 2021
20 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. ES ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in ES
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,009,322 | 41,640 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,005,794 | 28,952 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,713,481 | 25,449 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,481,419 | 20,824 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,251,278 | 19,668 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,255,367 | 20,212 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,045,340 | 18,202 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,171,072 | 17,209 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $985,506 | 17,378 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $995,768 | 16,660 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $638,493 | 10,345 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $256,034 | 4,403 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $228,220 | 3,218 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $345,204 | 4,411 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $349,361 | 4,167 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $269,273 | 3,454 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $296,067 | 3,505 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $291,027 | 3,300 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $238,094 | 2,617 | Shares | Sole | 2022-02-22 | |
| 2021-03-31 | $254,747 | 2,942 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||