Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$571,438
+$349,812 QoQ
Shares Held
7,907
+147.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#557
of 1,109 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $4,831,855 across 6 Utilities - Regulated Electric names. ES ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,954 | $1,708,925 | |
| 2 | PCG |
PG&E Corp
|
71,742 | $1,206,700 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,540 | $894,737 | |
| 4 | ES |
Eversource Energy
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|
7,907 | $571,438 | |
| 5 | ED |
Consolidated Edison Inc
|
2,062 | $228,119 | |
| 6 | POR |
Portland General Electric Co /Or/
|
4,282 | $221,936 |
All Filings in ES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,438 | 7,907 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $221,626 | 3,199 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||