Position in ES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$251,644
+$19,279 QoQ
Shares Held
3,482
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#774
of 1,109 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $16,063,682 across 19 Utilities - Regulated Electric names. ES ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,339 | $2,520,905 | |
| 2 | NEE |
Nextera Energy Inc
|
19,720 | $1,730,824 | |
| 3 | AEP |
American Electric Power Co Inc
|
11,696 | $1,600,129 | |
| 4 | DUK |
Duke Energy CORP
|
12,333 | $1,561,111 | |
| 5 | D |
Dominion Energy, Inc
|
20,072 | $1,370,716 | |
| 6 | EIX |
Edison International
|
16,977 | $1,263,937 | |
| 7 | EXC |
Exelon Corp
|
24,033 | $1,120,418 | |
| 8 | ED |
Consolidated Edison Inc
|
8,491 | $939,359 |
All Filings in ES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,644 | 3,482 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $232,365 | 3,354 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $225,218 | 3,345 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $244,721 | 3,440 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $227,759 | 3,580 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $308,624 | 4,969 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $226,848 | 3,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $268,593 | 3,947 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,453,671 | 43,267 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||