Position in ES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$232,780
-$91,548 QoQ
Shares Held
3,360
-30.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Coastal Bridge Advisors, LLC holds $19,374,142 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,247 | $4,809,140 | |
| 2 | NEE |
Nextera Energy Inc
|
50,432 | $4,426,416 | |
| 3 | DUK |
Duke Energy CORP
|
32,081 | $4,060,812 | |
| 4 | D |
Dominion Energy, Inc
|
29,144 | $1,990,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
12,880 | $1,503,997 | |
| 6 | ED |
Consolidated Edison Inc
|
10,478 | $1,159,181 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,226 | $748,782 | |
| 8 | LNT |
Alliant Energy Corp
|
4,772 | $364,055 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,780 | 3,360 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $324,328 | 4,817 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $360,466 | 5,067 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $293,988 | 4,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,376 | 4,965 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $226,946 | 3,335 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $205,836 | 3,335 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $236,518 | 3,335 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $360,230 | 4,603 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $385,915 | 4,603 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $433,925 | 5,566 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $464,838 | 5,503 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $294,113 | 3,335 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $303,418 | 3,335 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $272,669 | 3,335 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $267,600 | 3,335 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $571,147 | 6,596 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $570,619 | 6,596 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $551,095 | 6,596 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $571,648 | 6,865 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $528,386 | 6,756 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||