Position in ES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$293,777
+$12,224 QoQ
Shares Held
4,065
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 1,109 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
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, 2026Procyon Advisors, LLC holds $11,596,857 across 15 Utilities - Regulated Electric names. ES ranks #12 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,521 | $2,591,058 | |
| 2 | SO |
Southern Co
|
15,573 | $1,490,491 | |
| 3 | DTE |
Dte Energy Co
|
9,128 | $1,390,833 | |
| 4 | XEL |
Xcel Energy Inc
|
13,831 | $1,110,629 | |
| 5 | DUK |
Duke Energy CORP
|
6,356 | $804,542 | |
| 6 | AEE |
Ameren Corp
|
6,677 | $754,768 | |
| 7 | ED |
Consolidated Edison Inc
|
6,255 | $691,990 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,005 | $684,734 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,777 | 4,065 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $281,553 | 4,064 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $223,872 | 3,325 | Shares | Sole | 2026-01-07 | |
| 2020-06-30 | $59,787 | 718 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $56,154 | 718 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||