Position in ES
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$326,949
+$20,455 QoQ
Shares Held
4,524
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#691
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $32,186,606 across 40 Utilities - Regulated Electric names. ES ranks #22 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
142,717 | $12,526,271 | |
| 2 | ED |
Consolidated Edison Inc
|
15,533 | $1,718,415 | |
| 3 | DUK |
Duke Energy CORP
|
12,905 | $1,633,514 | |
| 4 | SO |
Southern Co
|
15,168 | $1,451,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,013 | $1,369,878 | |
| 6 | EVRG |
Evergy, Inc.
|
13,723 | $1,186,078 | |
| 7 | ETR |
Entergy Corp /De/
|
7,812 | $897,286 | |
| 8 | EIX |
Edison International
|
11,282 | $839,944 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,949 | 4,524 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $306,494 | 4,424 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $260,567 | 3,870 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,665 | 3,636 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $220,570 | 3,467 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $302,040 | 4,863 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $282,670 | 4,922 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $300,917 | 4,422 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $215,441 | 3,799 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,034 | 3,765 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $197,627 | 3,202 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $250,452 | 4,307 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $244,815 | 3,452 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $253,092 | 3,234 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $363,194 | 4,332 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $303,732 | 3,896 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $317,184 | 3,755 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $314,485 | 3,566 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $367,468 | 4,039 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $361,215 | 4,418 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $333,958 | 4,162 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $388,096 | 4,482 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $420,611 | 4,862 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $431,702 | 5,167 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $418,348 | 5,024 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $473,483 | 6,054 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||