Position in ES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,852
+$491 QoQ
Shares Held
164
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#998
of 1,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Derivatives in ES
reported options exposure · as of Dec 31, 2022CallValue
$28,002
CallShares
334
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paladin Advisory Group, LLC holds $50,257 across 4 Utilities - Regulated Electric names. ES ranks #3 (23.6% of the industry book) .
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,852 | 164 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $11,361 | 164 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $11,042 | 164 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $11,666 | 164 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $10,433 | 164 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $20,744 | 334 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $19,181 | 334 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $22,728 | 334 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $18,941 | 334 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $19,963 | 334 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $20,614 | 334 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $19,422 | 334 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $23,687 | 334 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $26,138 | 334 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $28,002 | 334 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $26,038 | 334 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $28,212 | 334 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $29,455 | 334 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $30,387 | 334 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||