Position in EMA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,548
-$3,142 QoQ
Shares Held
1,010
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 220 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. EMA ranks #32 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in EMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,548 | 1,010 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,690 | 1,093 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $34,859 | 708 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,301 | 48 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||