Position in ES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,630,844
+$721,248 QoQ
Shares Held
77,914
+9.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#216
of 1,106 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. ES ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
This page
|
77,914 | $5,630,844 |
All Filings in ES
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,630,844 | 77,914 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $4,909,596 | 70,866 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $4,229,199 | 62,813 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,262,922 | 59,923 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,796,862 | 43,962 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,716,629 | 43,739 | Shares | Defined | 2025-05-01 | |
| 2022-09-30 | $570,667 | 7,320 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $633,525 | 7,500 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $660,366 | 7,488 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $684,351 | 7,522 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $792,254 | 9,690 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,272,205 | 15,855 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,366,649 | 15,783 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,356,736 | 15,683 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,279,401 | 15,313 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,232,645 | 14,803 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,169,552 | 14,954 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||