Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,696
+$71,817 QoQ
Shares Held
3,884
+28.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#739
of 1,109 holders
Holding Since
Mar 2026
2 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. ES ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in ES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,696 | 3,884 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $208,879 | 3,015 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||