Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,275
+$149 QoQ
Shares Held
73
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,031
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. ES ranks #15 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
737 | $54,869 | |
| 2 | DUK |
Duke Energy CORP
|
211 | $26,708 | |
| 3 | EXC |
Exelon Corp
|
354 | $16,503 | |
| 4 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 5 | NGG |
National Grid PLC
|
159 | $13,176 | |
| 6 | ED |
Consolidated Edison Inc
|
115 | $12,722 | |
| 7 | NEE |
Nextera Energy Inc
|
113 | $9,918 | |
| 8 | KEP |
Korea Electric Power Corp
|
744 | $9,002 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,275 | 73 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,126 | 74 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,780 | 71 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $5,050 | 71 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,517 | 71 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $4,409 | 71 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $4,077 | 71 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,831 | 71 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $4,026 | 71 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,243 | 71 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $4,382 | 71 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $4,128 | 71 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $5,035 | 71 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $5,556 | 71 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $5,952 | 71 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $5,535 | 71 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $5,997 | 71 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $6,261 | 71 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $13,283 | 146 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $18,068 | 221 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $17,733 | 221 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $19,136 | 221 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $18,167 | 210 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $17,545 | 210 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $16,404 | 197 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $15,407 | 197 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||