Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$53,046
+$29,006 QoQ
Shares Held
734
+111.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#901
of 1,109 holders
Holding Since
Sep 2021
14 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. ES ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in ES
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,046 | 734 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $24,040 | 347 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,141 | 314 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,638 | 262 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,668 | 262 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,272 | 262 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,046 | 262 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,829 | 262 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,858 | 262 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $17,213 | 288 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $16,170 | 262 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,235 | 262 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $4,443 | 53 | Shares | Sole | 2023-01-20 | |
| 2021-09-30 | $3,025 | 37 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||