Position in ES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,073,209
-$2,363 QoQ
Shares Held
14,850
-4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#426
of 1,109 holders
Holding Since
Dec 2020
8 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, 2026San Luis Wealth Advisors LLC holds $4,959,720 across 7 Utilities - Regulated Electric names. ES ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
16,137 | $1,101,995 | |
| 2 | ES |
Eversource Energy
This page
|
14,850 | $1,073,209 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,143 | $977,233 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
9,576 | $777,188 | |
| 5 | EIX |
Edison International
|
5,648 | $420,493 | |
| 6 | AEE |
Ameren Corp
|
3,006 | $339,798 | |
| 7 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 |
All Filings in ES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,209 | 14,850 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,075,572 | 15,525 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $869,566 | 12,915 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $871,962 | 12,257 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $713,561 | 11,216 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $692,464 | 11,149 | Shares | Sole | 2025-04-18 | |
| 2022-03-31 | $142,867 | 1,620 | Shares | Sole | 2022-05-10 | |
| 2020-12-31 | $369,830 | 4,275 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||