Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,298,619
+$815,530 QoQ
Shares Held
17,969
+157.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#396
of 1,108 holders
Holding Since
Mar 2020
19 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, 2026Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. ES ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
24,076 | $2,576,132 | |
| 2 | DUK |
Duke Energy CORP
|
14,810 | $1,874,649 | |
| 3 | EIX |
Edison International
|
22,418 | $1,669,020 | |
| 4 | PCG |
PG&E Corp
|
97,381 | $1,637,948 | |
| 5 | DTE |
Dte Energy Co
|
8,651 | $1,318,152 | |
| 6 | ES |
Eversource Energy
This page
|
17,969 | $1,298,619 | |
| 7 | AEP |
American Electric Power Co Inc
|
8,378 | $1,146,194 | |
| 8 | ETR |
Entergy Corp /De/
|
8,261 | $948,858 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,619 | 17,969 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $483,089 | 6,973 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $395,765 | 5,878 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $456,220 | 6,413 | Shares | Other | 2025-10-14 | |
| 2024-09-30 | $210,274 | 3,090 | Shares | Other | 2024-10-23 | |
| 2023-06-30 | $219,141 | 3,090 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $241,822 | 3,090 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $259,064 | 3,090 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $240,895 | 3,090 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $261,012 | 3,090 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $261,395 | 2,964 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $281,127 | 3,090 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $252,637 | 3,090 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $237,831 | 2,964 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $256,652 | 2,964 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $256,415 | 2,964 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $247,642 | 2,964 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $246,812 | 2,964 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $231,814 | 2,964 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||