COLDSTREAM CAPITAL MANAGEMENT INC

Position in ES — Eversource Energy

CIK 1082339 BELLEVUE, WA

Position in ES

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

Position Value

$597,311

-$130,475 QoQ

Shares Held

8,265

-21.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#551

of 1,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $39,375,439 across 28 Utilities - Regulated Electric names. ES ranks #18 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	86,596	$7,600,530
2	DUK	Duke Energy CORP	51,809	$6,557,983
3	LNT	Alliant Energy Corp	37,870	$2,889,102
4	SO	Southern Co	29,930	$2,864,600
5	ETR	Entergy Corp /De/	16,283	$1,870,265
6	D	Dominion Energy, Inc	25,932	$1,770,896
7	AEP	American Electric Power Co Inc	11,949	$1,634,742
8	XEL	Xcel Energy Inc	18,636	$1,496,470

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,311	8,265	-21.3%	Shares	Sole	2026-08-14
2026-03-31	$727,786	10,505	-1.5%	Shares	Sole	2026-05-08
2025-12-31	$718,276	10,668	-41.5%	Shares	Sole	2026-02-09
2025-09-30	$1,297,095	18,233	+36.2%	Shares	Sole	2025-11-19
2025-06-30	$851,490	13,384	+19.7%	Shares	Sole	2025-08-12
2025-03-31	$694,451	11,181	+13.2%	Shares	Sole	2025-05-13
2024-12-31	$567,063	9,874	+11.8%	Shares	Sole	2025-02-14
2024-09-30	$600,881	8,830	+11.3%	Shares	Sole	2024-11-18
2024-06-30	$449,767	7,931	+5.4%	Shares	Sole	2024-08-07
2024-03-31	$449,829	7,526	+4.4%	Shares	Sole	2024-05-14
2023-12-31	$445,124	7,212	-21.2%	Shares	Sole	2024-02-09
2023-09-30	$532,014	9,149	+186.0%	Shares	Sole	2023-11-02
2023-06-30	$226,873	3,199	-13.2%	Shares	Sole	2023-08-03
2023-03-31	$288,309	3,684	+20.9%	Shares	Sole	2023-05-15
2022-12-31	$255,376	3,046	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.