Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$27,896
+$1,847 QoQ
Shares Held
386
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#942
of 1,108 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $280,257 across 29 Utilities - Regulated Electric names. ES ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
3,075 | $143,356 | |
| 2 | ED |
Consolidated Edison Inc
|
502 | $55,536 | |
| 3 | ES |
Eversource Energy
This page
|
386 | $27,896 | |
| 4 | NEE |
Nextera Energy Inc
|
146 | $12,814 | |
| 5 | FE |
Firstenergy Corp
|
171 | $8,129 | |
| 6 | AEP |
American Electric Power Co Inc
|
22 | $3,009 | |
| 7 | D |
Dominion Energy, Inc
|
31 | $2,116 | |
| 8 | ETR |
Entergy Corp /De/
|
16 | $1,837 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,896 | 386 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,049 | 376 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,316 | 376 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $26,748 | 376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,921 | 376 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $22,980 | 370 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||