Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$124,882
-$187,501 QoQ
Shares Held
1,728
-61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#856
of 1,109 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. ES ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in ES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,882 | 1,728 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $312,383 | 4,509 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $448,956 | 6,668 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $607,820 | 8,544 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $255,116 | 4,010 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $525,636 | 8,463 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $231,385 | 4,029 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $208,505 | 3,064 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $308,615 | 5,442 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $352,882 | 5,904 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $370,752 | 6,007 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $352,214 | 6,057 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $421,335 | 5,941 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $467,681 | 5,976 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $458,520 | 5,469 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $412,642 | 5,293 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $496,768 | 5,881 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $959,242 | 10,877 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,031,895 | 11,342 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $855,373 | 10,462 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $839,470 | 10,462 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $946,168 | 10,927 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||