Position in ES
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$12,415,460
+$676,475 QoQ
Shares Held
179,207
+2.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. ES ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
This page
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in ES
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,415,460 | 179,207 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $11,738,985 | 174,350 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,920,147 | 167,559 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,600,109 | 166,616 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,806,796 | 157,894 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,417,629 | 146,572 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,835,606 | 144,535 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,104,652 | 142,914 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $7,622,587 | 127,532 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,612,248 | 107,133 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,748,947 | 116,061 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,645,105 | 107,799 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,925,390 | 101,270 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,766,434 | 92,634 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,018,504 | 90,027 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,822,505 | 139,961 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,952,919 | 135,536 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,683,508 | 117,427 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,528,637 | 116,544 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||