Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,252
-$21,550 QoQ
Shares Held
45
-87.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,041
of 1,109 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. ES ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in ES
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,252 | 45 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,802 | 358 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,862 | 295 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,986 | 295 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $2,093 | 36 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,553 | 36 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $1,006 | 12 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $8,748 | 107 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,585 | 107 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,265 | 107 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $9,256 | 107 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $8,909 | 107 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,368 | 107 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||