Position in ES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,495,045
+$2,611,879 QoQ
Shares Held
62,198
+128.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#243
of 1,109 holders
Holding Since
Dec 2022
15 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, 2026Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. ES ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,295 | $10,939,170 | |
| 2 | AEP |
American Electric Power Co Inc
|
77,844 | $10,649,832 | |
| 3 | NEE |
Nextera Energy Inc
|
117,949 | $10,352,378 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
78,182 | $9,129,307 | |
| 5 | DUK |
Duke Energy CORP
|
70,386 | $8,909,455 | |
| 6 | EIX |
Edison International
|
102,639 | $7,641,469 | |
| 7 | LNT |
Alliant Energy Corp
|
86,734 | $6,616,933 | |
| 8 | PCG |
PG&E Corp
|
383,850 | $6,456,354 |
All Filings in ES
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,495,045 | 62,198 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,883,166 | 27,182 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,268,158 | 18,835 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,626,543 | 22,864 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $624,557 | 9,817 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $511,972 | 8,243 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $352,103 | 6,131 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $307,586 | 4,520 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $307,708 | 5,426 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $344,753 | 5,768 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $353,902 | 5,734 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $365,298 | 6,282 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $470,057 | 6,628 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $477,386 | 6,100 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $516,622 | 6,162 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||