Position in ES
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$27,227
+$969 QoQ
Shares Held
393
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Activest Wealth Management holds $454,607 across 23 Utilities - Regulated Electric names. ES ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,671 | $122,283 | |
| 2 | PCG |
PG&E Corp
|
4,733 | $83,158 | |
| 3 | NEE |
Nextera Energy Inc
|
488 | $45,325 | |
| 4 | SO |
Southern Co
|
381 | $36,774 | |
| 5 | DUK |
Duke Energy CORP
|
253 | $33,127 | |
| 6 | ES |
Eversource Energy
This page
|
393 | $27,227 | |
| 7 | AEE |
Ameren Corp
|
244 | $26,820 | |
| 8 | ED |
Consolidated Edison Inc
|
165 | $18,674 |
All Filings in ES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,227 | 393 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $26,258 | 390 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,138 | 16 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,017 | 16 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,670 | 43 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $922 | 11 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $857 | 11 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||