Position in ES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,216,087
+$71,860 QoQ
Shares Held
16,827
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#402
of 1,109 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
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, 2026Marks Group Wealth Management, Inc holds $14,993,959 across 9 Utilities - Regulated Electric names. ES ranks #8 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
65,499 | $2,884,575 | |
| 2 | ETR |
Entergy Corp /De/
|
18,506 | $2,125,598 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
16,439 | $1,919,581 | |
| 4 | DUK |
Duke Energy CORP
|
13,694 | $1,733,385 | |
| 5 | EIX |
Edison International
|
21,310 | $1,586,529 | |
| 6 | PPL |
PPL Corp
|
42,672 | $1,551,126 | |
| 7 | AEE |
Ameren Corp
|
12,661 | $1,431,199 | |
| 8 | ES |
Eversource Energy
This page
|
16,827 | $1,216,087 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,087 | 16,827 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,144,227 | 16,516 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $1,103,067 | 16,383 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,064,325 | 14,961 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $925,606 | 14,549 | Shares | Other | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||