Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,656,427
+$540,812 QoQ
Shares Held
22,920
+42.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#366
of 1,109 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. ES ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
This page
|
22,920 | $1,656,427 |
All Filings in ES
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,427 | 22,920 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,115,615 | 16,103 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,197,126 | 17,780 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,159,581 | 16,300 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $965,623 | 15,178 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $921,401 | 14,835 | Shares | Sole | 2025-05-08 | |
| 2023-03-31 | $208,093 | 2,659 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $222,092 | 2,649 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $205,502 | 2,636 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $221,818 | 2,626 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $226,207 | 2,565 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $241,733 | 2,657 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $216,582 | 2,649 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $216,086 | 2,693 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $121,485 | 1,403 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $116,875 | 1,351 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,522 | 102 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,493 | 102 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||