Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$708,101
-$160,091 QoQ
Shares Held
9,798
-19.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#511
of 1,109 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SteelPeak Wealth, LLC holds $16,964,479 across 7 Utilities - Regulated Electric names. ES ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,295 | $7,047,492 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,784 | $4,211,559 | |
| 3 | AEE |
Ameren Corp
|
32,325 | $3,654,018 | |
| 4 | ES |
Eversource Energy
This page
|
9,798 | $708,101 | |
| 5 | EIX |
Edison International
|
6,568 | $488,987 | |
| 6 | SO |
Southern Co
|
4,944 | $473,190 | |
| 7 | DUK |
Duke Energy CORP
|
3,011 | $381,132 |
All Filings in ES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,101 | 9,798 | Shares | Sole | 2026-07-13 | |
| 2025-09-30 | $868,192 | 12,204 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||