Position in ES
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$456,763
+$72,444 QoQ
Shares Held
6,593
+15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 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, 2026Synergy Asset Management, LLC holds $4,772,437 across 3 Utilities - Regulated Electric names.
All Filings in ES
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,763 | 6,593 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $384,319 | 5,708 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $11,405,306 | 160,322 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $2,630,750 | 41,351 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $7,408 | 129 | Shares | Sole | 2025-01-23 | |
| 2023-12-31 | $3,093,036 | 50,114 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,201,448 | 55,055 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,137,018 | 72,434 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||