Position in ES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,121
+$10,569 QoQ
Shares Held
569
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#920
of 1,109 holders
Holding Since
Dec 2024
4 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, 2026Quest 10 Wealth Builders, Inc. holds $1,526,246 across 22 Utilities - Regulated Electric names. ES ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,330 | $674,671 | |
| 2 | SO |
Southern Co
|
1,117 | $106,908 | |
| 3 | ED |
Consolidated Edison Inc
|
788 | $87,176 | |
| 4 | D |
Dominion Energy, Inc
|
924 | $63,099 | |
| 5 | PPL |
PPL Corp
|
1,712 | $62,231 | |
| 6 | AEP |
American Electric Power Co Inc
|
429 | $58,691 | |
| 7 | EIX |
Edison International
|
783 | $58,294 | |
| 8 | EXC |
Exelon Corp
|
1,083 | $50,489 |
All Filings in ES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,121 | 569 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,552 | 441 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,961 | 445 | Shares | Sole | 2026-01-29 | |
| 2024-12-31 | $2,469 | 43 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||