Position in ES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,656,139
+$294,189 QoQ
Shares Held
50,590
+4.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#261
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 1%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. ES ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
This page
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,656,139 | 50,590 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,361,950 | 48,527 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,234,263 | 48,036 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,442,037 | 48,384 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,086,397 | 48,513 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,031,402 | 48,807 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,835,433 | 49,372 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,391,543 | 49,839 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,805,443 | 49,470 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,981,148 | 49,877 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,076,063 | 49,839 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,889,764 | 49,695 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,574,935 | 50,408 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,938,043 | 50,320 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,280,786 | 51,059 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,033,260 | 51,735 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,362,959 | 51,651 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,771,696 | 54,107 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,949,039 | 54,397 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,453,303 | 54,468 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,830,898 | 47,743 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,191,129 | 48,402 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,241,152 | 49,025 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,179,505 | 50,024 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,604,997 | 55,302 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,415,032 | 56,451 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||