Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$289,224
-$8,887 QoQ
Shares Held
4,002
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#725
of 1,109 holders
Holding Since
Mar 2020
24 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. ES ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,224 | 4,002 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $298,111 | 4,303 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $452,659 | 6,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $291,460 | 4,097 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $343,802 | 5,404 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $352,412 | 5,674 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $341,708 | 5,950 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $434,567 | 6,386 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $362,490 | 6,392 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $335,429 | 5,612 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $344,397 | 5,580 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $317,557 | 5,461 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $350,132 | 4,937 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $388,013 | 4,958 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $567,932 | 6,774 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $434,782 | 5,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $384,676 | 4,554 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $412,111 | 4,673 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $511,580 | 5,623 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $414,359 | 5,068 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $475,662 | 5,928 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $900,016 | 10,394 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $703,326 | 8,130 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $505,784 | 6,467 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||