Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$291,464
-$105,718 QoQ
Shares Held
4,033
-29.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#720
of 1,109 holders
Holding Since
Mar 2025
6 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, 2026Alan B Lancz & Associates, Inc. holds $1,380,338 across 2 Utilities - Regulated Electric names. ES ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,406 | $1,088,874 | |
| 2 | ES |
Eversource Energy
This page
|
4,033 | $291,464 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,464 | 4,033 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $397,182 | 5,733 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $271,541 | 4,033 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $286,907 | 4,033 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $256,579 | 4,033 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $250,489 | 4,033 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||