Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,026,089
+$571,487 QoQ
Shares Held
28,035
+33.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 1,109 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. ES ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in ES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,089 | 28,035 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,454,602 | 20,996 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,271,391 | 18,883 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,256,544 | 17,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,066,524 | 16,764 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $333,716 | 5,373 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $411,769 | 6,051 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,136,580 | 20,042 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $927,210 | 15,513 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $293,787 | 4,760 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $358,494 | 6,165 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,821,792 | 25,688 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,350,225 | 30,031 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,218,111 | 14,529 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $766,736 | 9,835 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $393,415 | 4,461 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||