Position in ES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,070,246
+$99,703 QoQ
Shares Held
14,809
+5.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#427
of 1,109 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $71,621,448 across 41 Utilities - Regulated Electric names. ES ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
133,520 | $12,779,199 | |
| 2 | NEE |
Nextera Energy Inc
|
139,958 | $12,284,113 | |
| 3 | DUK |
Duke Energy CORP
|
76,905 | $9,734,634 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,785 | $3,938,075 | |
| 5 | D |
Dominion Energy, Inc
|
50,751 | $3,465,785 | |
| 6 | ETR |
Entergy Corp /De/
|
25,742 | $2,956,726 | |
| 7 | EIX |
Edison International
|
26,859 | $1,999,652 | |
| 8 | ED |
Consolidated Edison Inc
|
17,977 | $1,988,795 |
All Filings in ES
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,246 | 14,809 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $970,543 | 14,009 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,138,954 | 16,916 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $644,528 | 9,060 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $286,226 | 4,499 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $287,134 | 4,623 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $129,160 | 2,249 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $204,150 | 3,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $163,154 | 2,877 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $161,618 | 2,704 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $181,580 | 2,942 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $77,048 | 1,325 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,048 | 748 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $61,747 | 789 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $78,809 | 940 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||