Position in ES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,020
+$719 QoQ
Shares Held
194
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#985
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, 2026Financial Life Planners holds $112,267 across 4 Utilities - Regulated Electric names. ES ranks #4 (12.5% of the industry book) .
All Filings in ES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,020 | 194 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,301 | 192 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $13,374 | 188 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $12,290 | 214 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||