Position in ES
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$419,454
+$18,463 QoQ
Shares Held
5,804
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#628
of 1,106 holders
Holding Since
Sep 2024
8 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, 2026Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. ES ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,895 | $1,904,147 | |
| 2 | DUK |
Duke Energy CORP
|
13,356 | $1,690,600 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,428 | $1,289,842 | |
| 4 | LNT |
Alliant Energy Corp
|
15,314 | $1,168,304 | |
| 5 | NEE |
Nextera Energy Inc
|
8,149 | $715,235 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,521 | $527,915 | |
| 7 | ES |
Eversource Energy
This page
|
5,804 | $419,454 | |
| 8 | D |
Dominion Energy, Inc
|
5,863 | $400,381 |
All Filings in ES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,454 | 5,804 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $400,991 | 5,788 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $389,502 | 5,785 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $391,553 | 5,504 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $349,463 | 5,493 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $353,651 | 5,694 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $313,682 | 5,462 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $343,991 | 5,055 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||