Position in ES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$419,527
+$25,601 QoQ
Shares Held
5,805
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#627
of 1,109 holders
Holding Since
Mar 2020
24 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, 2026Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. ES ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,992 | $3,159,017 | |
| 2 | SO |
Southern Co
|
28,968 | $2,772,527 | |
| 3 | DUK |
Duke Energy CORP
|
15,585 | $1,972,749 | |
| 4 | D |
Dominion Energy, Inc
|
27,800 | $1,898,462 | |
| 5 | AEP |
American Electric Power Co Inc
|
8,445 | $1,155,360 | |
| 6 | ED |
Consolidated Edison Inc
|
8,618 | $953,409 | |
| 7 | LNT |
Alliant Energy Corp
|
11,528 | $879,471 | |
| 8 | DTE |
Dte Energy Co
|
5,173 | $788,210 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,527 | 5,805 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $393,926 | 5,686 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $299,618 | 4,450 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $310,597 | 4,366 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $264,150 | 4,152 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $253,346 | 4,079 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $211,916 | 3,690 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $255,323 | 3,752 | Shares | Sole | 2024-10-03 | |
| 2024-03-31 | $353,420 | 5,913 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $364,024 | 5,898 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $349,481 | 6,010 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $424,952 | 5,992 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $500,357 | 5,968 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $469,163 | 6,018 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $529,457 | 6,268 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $333,358 | 3,780 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $342,994 | 3,770 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $318,618 | 3,897 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $313,256 | 3,904 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $297,523 | 3,436 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $296,469 | 3,427 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $303,787 | 3,636 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $301,937 | 3,626 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $282,807 | 3,616 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||