Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$254,824
+$27,170 QoQ
Shares Held
3,526
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#768
of 1,109 holders
Holding Since
Mar 2026
2 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, 2026Wealth Quarterback LLC holds $3,356,106 across 6 Utilities - Regulated Electric names. ES ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
15,553 | $1,262,281 | |
| 2 | SO |
Southern Co
|
7,349 | $703,372 | |
| 3 | D |
Dominion Energy, Inc
|
7,525 | $513,882 | |
| 4 | DUK |
Duke Energy CORP
|
2,466 | $312,146 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,263 | $309,601 | |
| 6 | ES |
Eversource Energy
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|
3,526 | $254,824 |
All Filings in ES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,824 | 3,526 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $227,654 | 3,286 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||