Position in ES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$422,851
New position
Shares Held
5,851
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#625
of 1,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capstone Wealth Management, LLC holds $2,189,321 across 4 Utilities - Regulated Electric names. ES ranks #4 (19.3% of the industry book) .
All Filings in ES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,851 | 5,851 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||