Position in ES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$240,080
+$26,490 QoQ
Shares Held
3,322
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#783
of 1,106 holders
Holding Since
Dec 2025
3 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, 2026Monument Capital Management holds $5,967,719 across 7 Utilities - Regulated Electric names. ES ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,996 | $1,367,552 | |
| 2 | ED |
Consolidated Edison Inc
|
12,243 | $1,354,443 | |
| 3 | SO |
Southern Co
|
9,647 | $923,314 | |
| 4 | DUK |
Duke Energy CORP
|
7,137 | $903,401 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,572 | $650,642 | |
| 6 | NEE |
Nextera Energy Inc
|
6,019 | $528,287 | |
| 7 | ES |
Eversource Energy
This page
|
3,322 | $240,080 |
All Filings in ES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,080 | 3,322 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $213,590 | 3,083 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $204,211 | 3,033 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||