Position in ES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,758,383
-$125,024 QoQ
Shares Held
39,815
-7.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 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, 2026Inspire Advisors, LLC holds $14,693,434 across 16 Utilities - Regulated Electric names. ES ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
38,489 | $3,153,018 | |
| 2 | ES |
Eversource Energy
This page
|
39,815 | $2,758,383 | |
| 3 | NEE |
Nextera Energy Inc
|
16,820 | $1,562,241 | |
| 4 | ETR |
Entergy Corp /De/
|
12,316 | $1,383,825 | |
| 5 | D |
Dominion Energy, Inc
|
19,809 | $1,224,592 | |
| 6 | DUK |
Duke Energy CORP
|
8,499 | $1,112,859 | |
| 7 | CNP |
Centerpoint Energy Inc
|
20,002 | $863,286 | |
| 8 | IDA |
Idacorp Inc
|
3,443 | $492,245 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,758,383 | 39,815 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,883,407 | 42,825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,235,162 | 45,476 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,897,572 | 45,545 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,674,953 | 43,068 | Shares | Sole | 2025-05-07 | |
| 2020-12-31 | $519 | 6 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||