Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,125
+$3,238 QoQ
Shares Held
2,866
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#828
of 1,109 holders
Holding Since
Sep 2025
2 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, 2026Peak Asset Management, LLC holds $907,020 across 3 Utilities - Regulated Electric names. ES ranks #3 (22.8% of the industry book) .
All Filings in ES
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,125 | 2,866 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $203,887 | 2,866 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||