Position in ES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$86,362
+$16,320 QoQ
Shares Held
1,195
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#878
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. ES ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
125,886 | $15,934,649 | |
| 2 | DTE |
Dte Energy Co
|
89,506 | $13,638,029 | |
| 3 | D |
Dominion Energy, Inc
|
143,813 | $9,820,989 | |
| 4 | XEL |
Xcel Energy Inc
|
64,991 | $5,218,777 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,167 | $433,277 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 | |
| 7 | SO |
Southern Co
|
2,780 | $266,073 | |
| 8 | NEE |
Nextera Energy Inc
|
1,861 | $163,339 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,362 | 1,195 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,042 | 1,011 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $65,242 | 969 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $66,515 | 935 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $59,039 | 928 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $28,694 | 462 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,073 | 454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,938 | 293 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $16,616 | 293 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,512 | 293 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,008 | 470 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,330 | 470 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $33,332 | 470 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $36,782 | 470 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $30,936 | 369 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $28,767 | 369 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $44,008 | 521 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $45,946 | 521 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $41,395 | 455 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $37,200 | 455 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $36,509 | 455 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $39,398 | 455 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $10,900 | 126 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $10,527 | 126 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $10,492 | 126 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,854 | 126 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||