Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,605,044
+$190,900 QoQ
Shares Held
174,416
-2.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#148
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. ES ranks #12 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
|
126,353 | $17,286,353 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,605,044 | 174,416 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,414,144 | 179,188 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,976,121 | 177,872 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,469,561 | 175,282 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,741,262 | 231,708 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,386,042 | 231,622 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,350,724 | 110,582 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $6,639,638 | 97,570 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,243,877 | 21,934 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,064,503 | 17,810 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,367,159 | 22,151 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $763,160 | 13,124 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,770,092 | 24,959 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,773,215 | 22,658 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,829,895 | 45,681 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,977,207 | 51,016 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,590,691 | 54,347 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,036,795 | 57,113 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,896,803 | 31,840 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,322,474 | 28,406 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,653,777 | 33,073 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,131,845 | 24,620 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,254,364 | 26,059 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,094,013 | 25,063 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,375,110 | 28,523 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,839,414 | 36,305 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||