Position in ES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,020
+$2,381 QoQ
Shares Held
194
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#984
of 1,109 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, 2026Triumph Capital Management holds $2,613,031 across 21 Utilities - Regulated Electric names. ES ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
11,885 | $884,838 | |
| 2 | D |
Dominion Energy, Inc
|
7,440 | $508,077 | |
| 3 | XEL |
Xcel Energy Inc
|
4,176 | $335,332 | |
| 4 | PPL |
PPL Corp
|
4,551 | $165,428 | |
| 5 | ED |
Consolidated Edison Inc
|
1,473 | $162,957 | |
| 6 | NEE |
Nextera Energy Inc
|
1,660 | $145,698 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
1,380 | $98,835 | |
| 8 | SO |
Southern Co
|
689 | $65,944 |
All Filings in ES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,020 | 194 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,639 | 168 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,952 | 29 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||