Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$21,970
+$1,117 QoQ
Shares Held
304
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#954
of 1,109 holders
Holding Since
Mar 2020
26 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, 2026Gleason Group, Inc. holds $2,180,539 across 7 Utilities - Regulated Electric names. ES ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
17,743 | $1,698,182 | |
| 2 | DUK |
Duke Energy CORP
|
2,337 | $295,817 | |
| 3 | ED |
Consolidated Edison Inc
|
764 | $84,521 | |
| 4 | D |
Dominion Energy, Inc
|
1,002 | $68,426 | |
| 5 | ES |
Eversource Energy
This page
|
304 | $21,970 | |
| 6 | NEE |
Nextera Energy Inc
|
81 | $7,109 | |
| 7 | AEP |
American Electric Power Co Inc
|
33 | $4,514 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,970 | 304 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $20,853 | 301 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,997 | 297 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $20,915 | 294 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $18,513 | 291 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,825 | 287 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $16,310 | 284 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $19,054 | 280 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,281 | 340 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,197 | 271 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $16,726 | 271 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $15,584 | 268 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $18,793 | 265 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $20,504 | 262 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $21,798 | 260 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $20,113 | 258 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $21,624 | 256 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,400 | 254 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $22,926 | 252 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $20,440 | 250 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $19,899 | 248 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $21,301 | 246 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $21,194 | 245 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $20,302 | 243 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $20,068 | 241 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $18,770 | 240 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||