Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,065,042
-$43,368 QoQ
Shares Held
14,737
-7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#430
of 1,109 holders
Holding Since
Dec 2022
15 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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. ES ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
This page
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in ES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,042 | 14,737 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,108,410 | 15,999 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $755,846 | 11,226 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $665,728 | 9,358 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $574,361 | 9,028 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $615,510 | 9,910 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $552,878 | 9,627 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $252,329 | 3,708 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $210,904 | 3,719 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $223,061 | 3,732 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $236,511 | 3,832 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $242,252 | 4,166 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $203,753 | 2,873 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $218,658 | 2,794 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $102,284 | 1,220 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||