Position in ES
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,186
-$1,296 QoQ
Shares Held
46
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
4 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, 2026First Pacific Financial holds $8,931,011 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,730 | $4,751,411 | |
| 2 | NEE |
Nextera Energy Inc
|
20,634 | $1,811,046 | |
| 3 | NGG |
National Grid PLC
|
20,118 | $1,667,178 | |
| 4 | POR |
Portland General Electric Co /Or/
|
9,395 | $486,942 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
902 | $105,326 | |
| 6 | DUK |
Duke Energy CORP
|
640 | $81,011 | |
| 7 | D |
Dominion Energy, Inc
|
221 | $15,092 | |
| 8 | CMS |
Cms Energy Corp
|
170 | $13,005 |
All Filings in ES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,186 | 46 | Shares | Sole | 2026-04-23 | |
| 2024-03-31 | $4,482 | 75 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $6,803 | 117 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,297 | 117 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||