Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$220,278
+$13,755 QoQ
Shares Held
3,048
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#810
of 1,109 holders
Holding Since
Mar 2022
5 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, 2026Investment Advisory Group, LLC holds $420,569 across 2 Utilities - Regulated Electric names. ES ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
3,048 | $220,278 | |
| 2 | NEE |
Nextera Energy Inc
|
2,282 | $200,291 |
All Filings in ES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,278 | 3,048 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $206,523 | 2,981 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $205,087 | 3,046 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $240,453 | 3,380 | Shares | Sole | 2025-11-03 | |
| 2022-03-31 | $201,249 | 2,282 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||