Position in ES
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$262,195
-$34,323 QoQ
Shares Held
3,628
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#761
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. ES ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,195 | 3,628 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $296,518 | 4,280 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $276,591 | 4,108 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $286,978 | 4,034 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $254,607 | 4,002 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $244,837 | 3,942 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $222,311 | 3,871 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $266,756 | 3,920 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,106 | 4,375 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $267,590 | 4,477 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $312,673 | 5,066 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,194,761 | 54,940 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,958,257 | 55,813 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,524,914 | 57,819 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,802,774 | 57,285 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,484,726 | 57,526 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,785,816 | 56,657 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,796,565 | 54,389 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $4,954,679 | 54,459 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,467,856 | 54,646 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $4,361,525 | 54,356 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,694,650 | 54,217 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $4,642,126 | 53,660 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,484,212 | 53,671 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $4,728,237 | 56,782 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,562,771 | 58,340 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||