Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$271,012
+$47,654 QoQ
Shares Held
3,750
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#751
of 1,109 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. ES ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
108,936 | $10,426,264 | |
| 2 | NEE |
Nextera Energy Inc
|
74,394 | $6,529,561 | |
| 3 | FE |
Firstenergy Corp
|
108,819 | $5,173,255 | |
| 4 | DUK |
Duke Energy CORP
|
23,276 | $2,946,276 | |
| 5 | D |
Dominion Energy, Inc
|
16,549 | $1,130,131 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,139 | $566,256 | |
| 7 | ED |
Consolidated Edison Inc
|
3,536 | $391,187 | |
| 8 | EXC |
Exelon Corp
|
6,153 | $286,852 |
All Filings in ES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,012 | 3,750 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $223,358 | 3,224 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $217,745 | 3,234 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||