Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,445
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,069
of 1,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $4,065,350 across 12 Utilities - Regulated Electric names. ES ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,111 | $1,924,823 | |
| 2 | NEE |
Nextera Energy Inc
|
9,447 | $829,163 | |
| 3 | DUK |
Duke Energy CORP
|
5,173 | $654,798 | |
| 4 | EVRG |
Evergy, Inc.
|
2,074 | $179,255 | |
| 5 | D |
Dominion Energy, Inc
|
2,503 | $170,929 | |
| 6 | ED |
Consolidated Edison Inc
|
1,073 | $118,705 | |
| 7 | AEE |
Ameren Corp
|
639 | $72,232 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
516 | $60,253 |
All Filings in ES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445 | 20 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||