Position in ES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,227
+$299 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,018
of 1,109 holders
Holding Since
Dec 2023
11 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, 2026WealthCollab, LLC holds $256,012 across 19 Utilities - Regulated Electric names. ES ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
813 | $42,137 | |
| 2 | NEE |
Nextera Energy Inc
|
417 | $36,600 | |
| 3 | ED |
Consolidated Edison Inc
|
270 | $29,870 | |
| 4 | EVRG |
Evergy, Inc.
|
304 | $26,274 | |
| 5 | PPL |
PPL Corp
|
469 | $17,048 | |
| 6 | AEP |
American Electric Power Co Inc
|
124 | $16,964 | |
| 7 | FTS |
Fortis Inc.
|
260 | $14,879 | |
| 8 | DUK |
Duke Energy CORP
|
92 | $11,645 |
All Filings in ES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,227 | 100 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $6,928 | 100 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,733 | 100 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $7,114 | 100 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,362 | 100 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,211 | 100 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,614 | 150 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,805 | 100 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,671 | 100 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,977 | 100 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,887 | 144 | Shares | Defined | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||