STONERIDGE INVESTMENT PARTNERS LLC

Position in ES — Eversource Energy

CIK 1108831 RADNOR, PA

Position in ES

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$358,459

+$77,598 QoQ

Shares Held

4,960

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#668

of 1,108 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $3,214,021 across 6 Utilities - Regulated Electric names. ES ranks #6 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	19,589	$913,239
2	NEE	Nextera Energy Inc	6,707	$588,673
3	PPL	PPL Corp	14,824	$538,852
4	PEG	Public Service Enterprise Group Inc	5,421	$439,968
5	DTE	Dte Energy Co	2,460	$374,830
6	ES	Eversource Energy This page	4,960	$358,459

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,459	4,960	+9.7%	Shares	Sole	2026-08-06
2025-03-31	$280,861	4,522	-83.9%	Shares	Sole	2025-05-14
2024-12-31	$1,615,735	28,134	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.