Position in ES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$698,200
-$56,744 QoQ
Shares Held
9,661
-11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#515
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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. ES ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,375 | $2,402,703 | |
| 2 | ETR |
Entergy Corp /De/
|
8,004 | $919,339 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,599 | $902,809 | |
| 4 | ES |
Eversource Energy
This page
|
9,661 | $698,200 | |
| 5 | SO |
Southern Co
|
6,493 | $621,445 | |
| 6 | XEL |
Xcel Energy Inc
|
7,714 | $619,434 | |
| 7 | DUK |
Duke Energy CORP
|
4,229 | $535,306 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,330 | $351,422 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,200 | 9,661 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $754,944 | 10,897 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $790,252 | 11,737 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $933,997 | 13,129 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $818,153 | 12,860 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $792,772 | 12,764 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $786,791 | 13,700 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $905,405 | 13,305 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,832,300 | 32,310 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $1,768,355 | 29,586 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,885,299 | 30,546 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,812,128 | 31,163 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,301,566 | 32,453 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,612,710 | 33,385 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,799,669 | 33,393 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,606,670 | 33,436 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,821,298 | 33,400 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,964,595 | 33,616 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,961,489 | 32,551 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,588,603 | 31,661 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,540,478 | 31,661 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,864,106 | 56,174 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,871,897 | 56,316 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,717,650 | 56,465 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,711,416 | 56,580 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $534,252 | 6,831 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||