Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,346
-$105 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,288
of 2,360 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Essential Partners LLC holds $4,140,102 across 34 Utilities - Regulated Electric names. SO ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
14,951 | $1,113,101 | |
| 2 | PCG |
PG&E Corp
|
54,607 | $918,489 | |
| 3 | ES |
Eversource Energy
|
5,727 | $413,890 | |
| 4 | DTE |
Dte Energy Co
|
2,585 | $393,876 | |
| 5 | ED |
Consolidated Edison Inc
|
3,029 | $335,098 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,395 | $327,659 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,982 | $160,859 | |
| 8 | XEL |
Xcel Energy Inc
|
870 | $69,861 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,346 | 129 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,451 | 129 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $4,011 | 46 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $2,937 | 31 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $642 | 7 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||