Position in ES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$262,845
+$12,329 QoQ
Shares Held
3,637
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#760
of 1,109 holders
Holding Since
Sep 2025
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, 2026Sovran Advisors, LLC holds $4,717,632 across 11 Utilities - Regulated Electric names. ES ranks #9 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,822 | $1,037,616 | |
| 2 | CNP |
Centerpoint Energy Inc
|
16,318 | $718,644 | |
| 3 | DUK |
Duke Energy CORP
|
3,603 | $456,067 | |
| 4 | D |
Dominion Energy, Inc
|
5,817 | $397,242 | |
| 5 | ED |
Consolidated Edison Inc
|
3,475 | $384,439 | |
| 6 | SO |
Southern Co
|
3,855 | $368,962 | |
| 7 | AEE |
Ameren Corp
|
2,969 | $335,615 | |
| 8 | PPL |
PPL Corp
|
8,054 | $292,762 |
All Filings in ES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,845 | 3,637 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $250,516 | 3,616 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,592 | 3,707 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $203,175 | 2,856 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||