Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$301,365
-$48,360 QoQ
Shares Held
4,170
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#712
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. ES ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,365 | 4,170 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $349,725 | 5,048 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $332,340 | 4,936 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,140 | 4,711 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $287,626 | 4,521 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||