Position in ES
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$258,871
+$254,567 QoQ
Shares Held
3,582
+6412.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#762
of 1,109 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fortis Capital Advisors, LLC holds $2,532,286 across 4 Utilities - Regulated Electric names. ES ranks #4 (10.2% of the industry book) .
All Filings in ES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,871 | 3,582 | Shares | Sole | 2026-07-31 | |
| 2023-03-31 | $4,304 | 55 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,611 | 55 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||