Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$276,721
+$11,933 QoQ
Shares Held
3,829
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#744
of 1,109 holders
Holding Since
Jun 2021
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, 2026Red Door Wealth Management, LLC holds $13,142,430 across 8 Utilities - Regulated Electric names. ES ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,118 | $7,736,316 | |
| 2 | SO |
Southern Co
|
27,623 | $2,643,797 | |
| 3 | ETR |
Entergy Corp /De/
|
6,385 | $733,381 | |
| 4 | NEE |
Nextera Energy Inc
|
7,343 | $644,495 | |
| 5 | D |
Dominion Energy, Inc
|
7,870 | $537,442 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,446 | $334,637 | |
| 7 | ES |
Eversource Energy
This page
|
3,829 | $276,721 | |
| 8 | ED |
Consolidated Edison Inc
|
2,130 | $235,641 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,721 | 3,829 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $264,788 | 3,822 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $257,200 | 3,820 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $272,110 | 3,825 | Shares | Sole | 2025-10-10 | |
| 2021-06-30 | $1,444 | 18 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||