Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,114
-$2,761 QoQ
Shares Held
1,579
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#860
of 1,109 holders
Holding Since
Sep 2020
23 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. ES ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
This page
|
1,579 | $114,114 |
All Filings in ES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,114 | 1,579 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $116,875 | 1,687 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $98,167 | 1,458 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $126,842 | 1,783 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $112,989 | 1,776 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $92,792 | 1,494 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $97,631 | 1,700 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $118,202 | 1,737 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $104,516 | 1,843 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $96,528 | 1,615 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $43,204 | 700 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $147,513 | 2,080 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $22,304 | 285 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,192 | 50 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $56,131 | 720 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $56,172 | 665 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $54,677 | 620 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $50,948 | 560 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $56,414 | 690 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $89,066 | 1,110 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $92,651 | 1,070 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $59,691 | 690 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $57,649 | 690 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||