&PARTNERS

Position in ES — Eversource Energy

CIK 107136 NASHVILLE, TN

Position in ES

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,906,843

-$23,436 QoQ

Shares Held

26,385

-5.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#347

of 1,109 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

&PARTNERS holds $274,273,041 across 29 Utilities - Regulated Electric names. ES ranks #21 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	913,761	$80,200,802
2	AEP	American Electric Power Co Inc	301,462	$41,243,016
3	DUK	Duke Energy CORP	222,048	$28,106,835
4	WEC	Wec Energy Group, Inc.	165,442	$19,318,662
5	SO	Southern Co	196,930	$18,848,170
6	XEL	Xcel Energy Inc	126,448	$10,153,774
7	D	Dominion Energy, Inc	137,692	$9,402,986
8	ETR	Entergy Corp /De/	77,069	$8,852,145

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,906,843	26,385	-5.3%	Shares	Sole	2026-08-14
2026-03-31	$1,930,279	27,862	-3.8%	Shares	Sole	2026-05-15
2025-12-31	$1,950,684	28,972	-10.6%	Shares	Sole	2026-02-17
2025-09-30	$2,306,501	32,422	-13.0%	Shares	Sole	2025-11-14
2025-06-30	$2,370,735	37,264	-14.8%	Shares	Sole	2025-08-14
2025-03-31	$2,715,449	43,720	-66.6%	Shares	Sole	2025-05-15
2024-12-31	$7,526,603	131,057	+85.5%	Shares	Sole	2025-02-14
2024-09-30	$4,806,779	70,636	+88.6%	Shares	Sole	2024-11-14
2024-06-30	$2,123,505	37,445	+1270.6%	Shares	Sole	2024-07-24
2020-09-30	$228,258	2,732	0.0%	Shares	Sole	2020-10-05
2020-06-30	$227,493	2,732	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.