Position in ES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$387,005
New position
Shares Held
5,355
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#653
of 1,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. ES ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
59,870 | $6,623,418 | |
| 2 | AEE |
Ameren Corp
|
27,382 | $3,095,261 | |
| 3 | NEE |
Nextera Energy Inc
|
31,040 | $2,724,380 | |
| 4 | DUK |
Duke Energy CORP
|
18,986 | $2,403,247 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,812 | $795,139 | |
| 6 | SO |
Southern Co
|
7,680 | $735,052 | |
| 7 | D |
Dominion Energy, Inc
|
6,856 | $468,196 | |
| 8 | ES |
Eversource Energy
This page
|
5,355 | $387,005 |
All Filings in ES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,005 | 5,355 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||