Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,560,815
+$3,508 QoQ
Shares Held
63,108
-4.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#241
of 1,109 holders
Holding Since
Jun 2020
21 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, 2026BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. ES ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
430,996 | $7,249,352 | |
| 2 | EIX |
Edison International
|
83,313 | $6,202,652 | |
| 3 | ES |
Eversource Energy
This page
|
63,108 | $4,560,815 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
23,036 | $2,464,852 | |
| 5 | ETR |
Entergy Corp /De/
|
14,220 | $1,633,309 | |
| 6 | D |
Dominion Energy, Inc
|
18,978 | $1,296,007 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
84,369 | $1,141,512 | |
| 8 | SO |
Southern Co
|
11,467 | $1,097,506 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,560,815 | 63,108 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,557,307 | 65,781 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,063,605 | 90,058 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,171,537 | 86,752 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,326,266 | 83,720 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,809,235 | 45,230 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,497,917 | 43,495 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,894,030 | 42,528 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,176,302 | 38,376 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,992,014 | 33,328 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,883,756 | 30,521 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $211,863 | 2,527 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $213,455 | 2,527 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $222,856 | 2,527 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $229,906 | 2,527 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $206,607 | 2,527 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $202,766 | 2,527 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $218,812 | 2,527 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $218,610 | 2,527 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $211,130 | 2,527 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $210,423 | 2,527 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||