Position in ES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,186,022
+$721,209 QoQ
Shares Held
154,781
+2.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#156
of 1,108 holders
Holding Since
Sep 2020
24 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, 2026ZWJ INVESTMENT COUNSEL INC holds $72,070,970 across 8 Utilities - Regulated Electric names. ES ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
392,706 | $53,726,107 | |
| 2 | ES |
Eversource Energy
This page
|
154,781 | $11,186,022 | |
| 3 | SO |
Southern Co
|
26,333 | $2,520,331 | |
| 4 | NEE |
Nextera Energy Inc
|
21,501 | $1,887,142 | |
| 5 | DUK |
Duke Energy CORP
|
12,593 | $1,594,021 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,739 | $436,603 | |
| 7 | D |
Dominion Energy, Inc
|
5,579 | $380,989 | |
| 8 | ETR |
Entergy Corp /De/
|
2,958 | $339,755 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,186,022 | 154,781 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,464,813 | 151,051 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,453,992 | 155,265 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,634,464 | 177,600 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,699,272 | 183,893 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,872,761 | 191,157 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,113,365 | 245,749 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $17,733,830 | 260,600 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,915,735 | 210,117 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $11,788,556 | 197,232 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,665,314 | 205,206 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $15,222,216 | 261,775 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,251,528 | 158,651 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $12,840,900 | 164,080 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $17,045,426 | 203,309 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $16,341,897 | 209,619 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $17,814,469 | 210,897 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,820,716 | 213,411 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $17,480,260 | 192,133 | Shares | Sole | 2022-03-31 | |
| 2021-09-30 | $15,803,472 | 193,291 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $14,839,665 | 184,941 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $15,494,154 | 178,937 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $12,589,367 | 145,525 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $10,781,709 | 129,045 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||