Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$407,675
-$22,900 QoQ
Shares Held
5,641
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#638
of 1,109 holders
Holding Since
Jun 2020
18 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. ES ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in ES
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,675 | 5,641 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $430,575 | 6,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $343,988 | 5,109 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $356,411 | 5,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $321,408 | 5,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $264,402 | 4,257 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,739 | 4,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $298,263 | 4,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,508 | 4,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $245,355 | 4,105 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $298,231 | 4,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $280,399 | 4,822 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $273,467 | 3,856 | Shares | Sole | 2023-08-15 | |
| 2021-06-30 | $718,709 | 8,957 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $256,479 | 2,962 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $260,741 | 3,014 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $240,122 | 2,874 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $204,261 | 2,453 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||