Position in ES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$814,771
+$94,606 QoQ
Shares Held
11,274
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#490
of 1,109 holders
Holding Since
Jun 2022
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, 2026Centennial Wealth Advisory LLC holds $9,904,597 across 12 Utilities - Regulated Electric names. ES ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
7,203 | $1,097,521 | |
| 2 | CMS |
Cms Energy Corp
|
13,320 | $1,018,980 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,151 | $978,328 | |
| 4 | D |
Dominion Energy, Inc
|
12,154 | $829,996 | |
| 5 | ES |
Eversource Energy
This page
|
11,274 | $814,771 | |
| 6 | EXC |
Exelon Corp
|
17,189 | $801,351 | |
| 7 | LNT |
Alliant Energy Corp
|
10,097 | $770,300 | |
| 8 | OGE |
Oge Energy Corp.
|
15,558 | $757,052 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,771 | 11,274 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $720,165 | 10,395 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $598,765 | 8,893 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $610,381 | 8,580 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $511,886 | 8,046 | Shares | Sole | 2025-07-17 | |
| 2022-06-30 | $229,927 | 2,722 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||