Position in ES
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,357,880
+$98,176 QoQ
Shares Held
32,626
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#312
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $19,898,571 across 7 Utilities - Regulated Electric names. ES ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
169,575 | $14,883,597 | |
| 2 | ES |
Eversource Energy
This page
|
32,626 | $2,357,880 | |
| 3 | DUK |
Duke Energy CORP
|
7,915 | $1,001,879 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,240 | $853,694 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,284 | $347,689 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,078 | $242,648 | |
| 7 | DTE |
Dte Energy Co
|
1,386 | $211,184 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,880 | 32,626 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,259,704 | 32,617 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,195,496 | 32,608 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,383,189 | 33,500 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,169,187 | 34,096 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,117,081 | 34,086 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,969,675 | 34,297 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,333,365 | 34,289 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,975,719 | 34,839 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $2,137,972 | 35,770 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,207,230 | 35,762 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,192,138 | 37,698 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,703,185 | 38,116 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,045,096 | 38,910 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $3,303,714 | 39,405 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $3,071,545 | 39,399 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $3,670,558 | 43,454 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,831,766 | 43,449 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,988,926 | 43,844 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $3,678,709 | 44,994 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,682,132 | 45,889 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $4,061,935 | 46,910 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $4,088,462 | 47,260 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $4,759,926 | 56,971 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $4,896,359 | 58,801 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,620,020 | 59,072 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||