Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$414,757
+$30,877 QoQ
Shares Held
5,739
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#631
of 1,108 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. ES ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
This page
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,757 | 5,739 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $383,880 | 5,541 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $391,052 | 5,808 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $774,216 | 10,883 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $243,664 | 3,830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $169,249 | 2,725 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $157,071 | 2,735 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $219,052 | 3,219 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $211,528 | 3,730 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $221,447 | 3,705 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $255,088 | 4,133 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,154 | 4,749 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332,260 | 4,685 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $372,361 | 4,758 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $450,472 | 5,373 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $406,327 | 5,212 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $476,241 | 5,638 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $514,765 | 5,837 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $308,786 | 3,394 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $241,927 | 2,959 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $248,262 | 3,094 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||