Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$266,459
New position
Shares Held
3,687
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#757
of 1,113 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. ES ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,997 | $3,686,076 | |
| 2 | DUK |
Duke Energy CORP
|
18,393 | $2,328,185 | |
| 3 | ED |
Consolidated Edison Inc
|
15,978 | $1,767,646 | |
| 4 | SO |
Southern Co
|
13,946 | $1,334,771 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,373 | $461,460 | |
| 6 | EIX |
Edison International
|
5,724 | $426,151 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 8 | PCG |
PG&E Corp
|
17,835 | $299,984 |
All Filings in ES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,459 | 3,687 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||