Position in ES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$213,196
-$68,305 QoQ
Shares Held
2,950
-18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#820
of 1,109 holders
Holding Since
Mar 2020
7 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. ES ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in ES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,196 | 2,950 | Shares | Sole | 2026-07-20 | |
| 2023-03-31 | $281,501 | 3,597 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $550,019 | 6,352 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $541,466 | 6,259 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $502,135 | 6,010 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $510,028 | 6,125 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $832,467 | 10,644 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||