Position in ES
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$918,551
+$34,747 QoQ
Shares Held
12,710
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 1,109 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. ES ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,551 | 12,710 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $883,804 | 12,757 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $632,834 | 9,399 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $569,191 | 8,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $544,269 | 8,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $537,499 | 8,654 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $492,232 | 8,571 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $563,454 | 8,280 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $759,290 | 13,389 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $787,350 | 13,173 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $809,889 | 13,122 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,086,532 | 18,685 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,329,324 | 18,744 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,158,248 | 14,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,259,528 | 15,023 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,048,406 | 13,448 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,066,602 | 12,627 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,510,341 | 17,126 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $729,295 | 8,016 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $669,042 | 8,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $504,789 | 6,291 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $387,663 | 4,477 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $352,701 | 4,077 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $355,087 | 4,250 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $327,001 | 3,927 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $346,626 | 4,432 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||