Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$750,740
+$100,132 QoQ
Shares Held
10,388
+10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#504
of 1,109 holders
Holding Since
Mar 2023
12 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, 2026MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. ES ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,747 | $4,778,015 | |
| 2 | NEE |
Nextera Energy Inc
|
16,835 | $1,477,607 | |
| 3 | SO |
Southern Co
|
13,562 | $1,298,019 | |
| 4 | D |
Dominion Energy, Inc
|
11,417 | $779,666 | |
| 5 | ES |
Eversource Energy
This page
|
10,388 | $750,740 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,113 | $739,611 | |
| 7 | ED |
Consolidated Edison Inc
|
6,030 | $667,098 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,280 | $311,926 |
All Filings in ES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,740 | 10,388 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $650,608 | 9,391 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $623,879 | 9,266 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $550,267 | 7,735 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $488,919 | 7,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $474,955 | 7,647 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $439,396 | 7,651 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $447,632 | 6,578 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $240,450 | 4,240 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $249,360 | 4,172 | Shares | Sole | 2024-07-19 | |
| 2023-06-30 | $200,136 | 2,822 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $224,449 | 2,868 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||