Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,791
+$4,894 QoQ
Shares Held
177
+55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#993
of 1,109 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. ES ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
|
1,591 | $74,172 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,791 | 177 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,897 | 114 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,937 | 207 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,829 | 96 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,008 | 63 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,608 | 203 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||