Position in ES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$865,939
+$7,630 QoQ
Shares Held
11,982
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#473
of 1,108 holders
Holding Since
Jun 2020
18 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. ES ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
This page
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in ES
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,939 | 11,982 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $858,309 | 12,389 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $865,392 | 12,853 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $938,052 | 13,186 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $816,689 | 12,837 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $521,413 | 8,395 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $397,300 | 6,918 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $324,462 | 4,768 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $249,410 | 4,398 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $518,561 | 6,139 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $541,662 | 6,142 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $567,988 | 6,243 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $500,861 | 6,126 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $467,558 | 5,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $481,700 | 5,563 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $454,004 | 5,248 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $424,601 | 5,082 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $401,861 | 4,826 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||