Position in ES
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,193,191
+$979,792 QoQ
Shares Held
118,262
+10.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.6967580456951514.ToString("F0")%
Shared 0.ToString("F0")%
None 99.30324195430484.ToString("F0")%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sanctuary Advisors, LLC holds $215,956,299 across 28 Utilities - Regulated Electric names. ES ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
587,643 | $54,580,281 | |
| 2 | SO |
Southern Co
|
402,801 | $38,878,352 | |
| 3 | DUK |
Duke Energy CORP
|
213,324 | $27,932,644 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
111,726 | $12,934,519 | |
| 5 | ETR |
Entergy Corp /De/
|
113,162 | $12,714,882 | |
| 6 | D |
Dominion Energy, Inc
|
203,949 | $12,608,127 | |
| 7 | ES |
Eversource Energy
This page
|
118,262 | $8,193,191 | |
| 8 | ED |
Consolidated Edison Inc
|
49,801 | $5,636,477 |
All Filings in ES
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,193,191 | 118,262 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,213,399 | 107,135 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,462,642 | 90,844 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $5,673,822 | 89,183 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $5,345,310 | 86,062 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $1,073,653 | 18,695 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,453,411 | 21,358 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $916,150 | 16,155 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||