Position in ES
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$54,491
+$46,732 QoQ
Shares Held
754
+573.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#900
of 1,109 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. ES ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,096 | $1,763,825 | |
| 2 | SO |
Southern Co
|
9,093 | $870,291 | |
| 3 | DUK |
Duke Energy CORP
|
3,342 | $423,030 | |
| 4 | NGG |
National Grid PLC
|
4,227 | $350,291 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,921 | $262,812 | |
| 6 | EXC |
Exelon Corp
|
3,992 | $186,107 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,685 | $136,754 | |
| 8 | D |
Dominion Energy, Inc
|
1,579 | $107,829 |
All Filings in ES
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,491 | 754 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,759 | 112 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,540 | 112 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,967 | 112 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,125 | 112 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,838 | 94 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,455 | 95 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,062 | 45 | Shares | Sole | 2024-10-11 | |
| 2023-12-31 | $3,826 | 62 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,605 | 62 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,602 | 79 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,182 | 79 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3 | 30 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||