Position in ES
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$4,567,145
+$523,104 QoQ
Shares Held
65,923
+9.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
5.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Jun 30, 2026Castellan Group holds $14,524,161 across 3 Utilities - Regulated Electric names.
All Filings in ES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,567,145 | 65,923 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,044,041 | 60,063 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,099,513 | 57,626 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,551,586 | 55,825 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,250,216 | 52,330 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,562,727 | 62,036 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||