Position in ES
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$263,279
-$24,579 QoQ
Shares Held
3,643
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#759
of 1,109 holders
Holding Since
Sep 2024
7 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, 2026Thrive Wealth Management, LLC holds $4,452,121 across 9 Utilities - Regulated Electric names. ES ranks #9 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,349 | $803,656 | |
| 2 | LNT |
Alliant Energy Corp
|
7,792 | $594,451 | |
| 3 | ETR |
Entergy Corp /De/
|
5,067 | $581,995 | |
| 4 | NEE |
Nextera Energy Inc
|
6,123 | $537,415 | |
| 5 | SO |
Southern Co
|
5,497 | $526,117 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,326 | $505,147 | |
| 7 | PPL |
PPL Corp
|
9,386 | $341,181 | |
| 8 | EXC |
Exelon Corp
|
6,411 | $298,880 |
All Filings in ES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,279 | 3,643 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $287,858 | 4,155 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $366,477 | 5,443 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $387,784 | 5,451 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $346,410 | 5,445 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $326,450 | 5,256 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $207,144 | 3,044 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||