Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$885,741
-$376,263 QoQ
Shares Held
12,256
-32.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#468
of 1,109 holders
Holding Since
Mar 2020
25 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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. ES ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
This page
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
|
5,338 | $590,542 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,741 | 12,256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,262,004 | 18,216 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,183,930 | 17,584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,260,814 | 17,723 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,132,308 | 17,798 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,100,464 | 17,718 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,017,315 | 17,714 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,205,233 | 17,711 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,008,700 | 17,787 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,104,011 | 18,471 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,146,757 | 18,580 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,084,264 | 18,646 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,322,161 | 18,643 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,434,818 | 18,334 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,548,357 | 18,468 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,385,505 | 17,772 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,480,759 | 17,530 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,506,461 | 17,082 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,554,120 | 17,082 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,396,624 | 17,082 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,422,013 | 17,722 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,537,492 | 17,756 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,550,518 | 17,923 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $308,182 | 3,701 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $288,438 | 3,688 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||