Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$234,877
+$5,907 QoQ
Shares Held
3,250
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#792
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026Cypress Wealth Services, LLC holds $2,163,742 across 6 Utilities - Regulated Electric names. ES ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,209 | $659,355 | |
| 2 | ETR |
Entergy Corp /De/
|
3,339 | $383,517 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,125 | $364,906 | |
| 4 | EIX |
Edison International
|
4,070 | $303,011 | |
| 5 | ES |
Eversource Energy
This page
|
3,250 | $234,877 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,687 | $218,076 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,877 | 3,250 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $228,970 | 3,305 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $224,141 | 3,329 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $237,821 | 3,343 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $210,963 | 3,316 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||