Position in ES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,501,409
+$181,014 QoQ
Shares Held
34,612
+3.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#310
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026CENTRAL VALLEY ADVISORS, LLC holds $2,702,519 across 2 Utilities - Regulated Electric names. ES ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
34,612 | $2,501,409 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,470 | $201,110 |
All Filings in ES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,501,409 | 34,612 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,320,395 | 33,493 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,763,776 | 26,196 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,738,377 | 24,436 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,490,425 | 23,427 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||