Position in ES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$254,245
+$9,202 QoQ
Shares Held
3,518
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#768
of 1,106 holders
Holding Since
Mar 2026
2 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, 2026Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. ES ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,293 | $1,176,562 | |
| 2 | NEE |
Nextera Energy Inc
|
10,666 | $936,154 | |
| 3 | DUK |
Duke Energy CORP
|
6,436 | $814,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,415 | $604,015 | |
| 5 | EXC |
Exelon Corp
|
7,497 | $349,509 | |
| 6 | D |
Dominion Energy, Inc
|
4,369 | $298,358 | |
| 7 | ES |
Eversource Energy
This page
|
3,518 | $254,245 | |
| 8 | OGE |
Oge Energy Corp.
|
5,215 | $253,761 |
All Filings in ES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,245 | 3,518 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $245,043 | 3,537 | Shares | Defined | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||