Position in ES
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,274
-$2,512 QoQ
Shares Held
156
-21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,000
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026Investors Research Corp holds $2,156,480 across 10 Utilities - Regulated Electric names. ES ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
18,317 | $949,370 | |
| 2 | SO |
Southern Co
|
5,676 | $543,249 | |
| 3 | D |
Dominion Energy, Inc
|
7,865 | $537,100 | |
| 4 | DUK |
Duke Energy CORP
|
600 | $75,948 | |
| 5 | NEE |
Nextera Energy Inc
|
311 | $27,296 | |
| 6 | ES |
Eversource Energy
This page
|
156 | $11,274 | |
| 7 | AEP |
American Electric Power Co Inc
|
56 | $7,661 | |
| 8 | XEL |
Xcel Energy Inc
|
33 | $2,649 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,274 | 156 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $13,786 | 199 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $13,398 | 199 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $14,156 | 199 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $12,660 | 199 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $12,359 | 199 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $11,428 | 199 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,541 | 199 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,285 | 199 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,894 | 199 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,282 | 199 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $11,571 | 199 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $14,113 | 199 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,573 | 199 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,684 | 199 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $10,134 | 130 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,981 | 130 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $11,464 | 130 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $11,827 | 130 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $10,628 | 130 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $10,431 | 130 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $11,256 | 130 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $11,246 | 130 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $10,861 | 130 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $10,825 | 130 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $10,167 | 130 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||