Position in ES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$342,126
+$7,366 QoQ
Shares Held
4,734
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#680
of 1,109 holders
Holding Since
Sep 2024
8 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, 2026NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. ES ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,359 | $1,184,662 | |
| 2 | SO |
Southern Co
|
10,766 | $1,030,413 | |
| 3 | EIX |
Edison International
|
12,425 | $925,041 | |
| 4 | NEE |
Nextera Energy Inc
|
9,914 | $870,151 | |
| 5 | D |
Dominion Energy, Inc
|
7,260 | $495,785 | |
| 6 | ES |
Eversource Energy
This page
|
4,734 | $342,126 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,544 | $297,062 |
All Filings in ES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,126 | 4,734 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $334,760 | 4,832 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $316,114 | 4,695 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $510,500 | 7,176 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $299,841 | 4,713 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $421,292 | 6,783 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $239,023 | 4,162 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $311,941 | 4,584 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||