Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,380
-$67,866 QoQ
Shares Held
4,018
-22.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#723
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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. ES ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,380 | 4,018 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $358,246 | 5,171 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $301,099 | 4,472 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $320,699 | 4,508 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $291,061 | 4,575 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $362,101 | 5,830 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $423,661 | 7,377 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $605,917 | 8,904 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $572,487 | 10,095 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $634,518 | 10,616 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $629,420 | 10,198 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $595,223 | 10,236 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $656,151 | 9,252 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $690,644 | 8,825 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $759,674 | 9,061 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $627,500 | 8,049 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $677,702 | 8,023 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $742,559 | 8,420 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $740,395 | 8,138 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $629,715 | 7,702 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $607,818 | 7,575 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $683,281 | 7,891 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $654,794 | 7,569 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $740,670 | 8,865 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $726,364 | 8,723 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $695,052 | 8,887 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||