Position in ES
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,420,309
+$742,498 QoQ
Shares Held
20,501
+103.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 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, 2026Oak Thistle LLC holds $23,665,269 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
145,671 | $5,295,140 | |
| 2 | PCG |
PG&E Corp
|
237,073 | $3,987,567 | |
| 3 | XEL |
Xcel Energy Inc
|
40,899 | $3,284,189 | |
| 4 | AEP |
American Electric Power Co Inc
|
20,889 | $2,857,824 | |
| 5 | EVRG |
Evergy, Inc.
|
19,158 | $1,655,825 | |
| 6 | IDA |
Idacorp Inc
|
10,145 | $1,534,938 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
10,049 | $1,075,243 | |
| 8 | D |
Dominion Energy, Inc
|
15,515 | $1,059,519 |
All Filings in ES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,420,309 | 20,501 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $677,811 | 10,067 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $1,588,082 | 24,962 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $988,542 | 15,916 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $394,601 | 6,871 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $247,992 | 4,373 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $395,079 | 6,610 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $706,694 | 11,450 | Shares | Sole | 2024-01-22 | |
| 2022-06-30 | $459,854 | 5,444 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $287,410 | 3,259 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $405,497 | 4,457 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||