Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,735
-$47,022 QoQ
Shares Held
3,760
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#750
of 1,109 holders
Holding Since
Mar 2020
22 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. ES ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in ES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,735 | 3,760 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $318,757 | 4,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,519 | 4,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $121,222 | 1,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $89,576 | 1,408 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,197 | 776 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $36,755 | 640 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $38,516 | 566 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,249 | 216 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,434 | 24 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $57,029 | 924 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $53,498 | 920 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,418 | 20 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,565 | 20 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,676 | 20 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,559 | 20 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,689 | 20 | Shares | Sole | 2022-08-04 | |
| 2021-03-31 | $519 | 6 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $519 | 6 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $501 | 6 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $499 | 6 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $469 | 6 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||