Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$375,442
-$128,523 QoQ
Shares Held
5,195
-30.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#661
of 1,109 holders
Holding Since
Jun 2022
10 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, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. ES ranks #15 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
|
12,525 | $1,037,946 |
All Filings in ES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,442 | 5,195 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $503,965 | 7,485 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $202,799 | 3,393 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $411,981 | 6,675 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $412,923 | 7,101 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $410,910 | 5,794 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $453,986 | 5,801 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $485,936 | 5,796 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $347,155 | 4,453 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $373,272 | 4,419 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||