Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$379,851
+$101,623 QoQ
Shares Held
5,256
+30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 1,109 holders
Holding Since
Dec 2020
19 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. ES ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,851 | 5,256 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $278,228 | 4,016 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $119,308 | 1,772 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $172,585 | 2,426 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $96,193 | 1,512 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $43,166 | 695 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,309 | 580 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,167 | 796 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,067 | 636 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $717 | 12 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,628 | 156 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,351 | 264 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,836 | 40 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,130 | 40 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,893 | 118 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,508 | 45 | Shares | Sole | 2022-11-15 | |
| 2021-09-30 | $3,679 | 45 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,178 | 77 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $3,027 | 35 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||