Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$349,642
+$19,662 QoQ
Shares Held
4,838
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#676
of 1,109 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. ES ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
|
16,377 | $2,240,537 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,642 | 4,838 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $329,980 | 4,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233,365 | 3,466 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,297 | 454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,467 | 306 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $18,633 | 300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,985 | 348 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,199 | 385 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $18,714 | 330 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $24,685 | 413 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $25,366 | 411 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $15,700 | 270 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $36,381 | 513 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $47,112 | 602 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $50,387 | 601 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $46,542 | 597 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $50,428 | 597 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $32,752 | 360 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $170,714 | 2,088 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $171,151 | 2,133 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $189,891 | 2,193 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||