Position in ES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,599,840
+$483,324 QoQ
Shares Held
22,137
+37.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#369
of 1,109 holders
Holding Since
Jun 2020
19 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. ES ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
This page
|
22,137 | $1,599,840 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,840 | 22,137 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,116,516 | 16,116 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $787,087 | 11,690 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $691,196 | 9,716 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $737,228 | 11,588 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $598,864 | 9,642 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $534,788 | 9,312 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $530,721 | 7,799 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $463,150 | 8,167 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $606,665 | 10,150 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $597,449 | 9,680 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $224,051 | 3,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $264,886 | 3,735 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $283,770 | 3,626 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $294,362 | 3,511 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $275,666 | 3,536 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $239,387 | 2,834 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $219,681 | 2,491 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $27,395 | 329 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||