Position in ES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$209,149
+$9,000 QoQ
Shares Held
2,894
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#824
of 1,109 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Exchange Bank holds $1,795,892 across 3 Utilities - Regulated Electric names. ES ranks #3 (11.6% 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 | $209,149 | 2,894 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $200,149 | 2,889 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $205,523 | 2,889 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||