Position in ES
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$410,204
+$19,673 QoQ
Shares Held
5,676
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#635
of 1,109 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KELLY FINANCIAL GROUP LLC holds $410,204 across 1 Utilities - Regulated Electric name. ES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
5,676 | $410,204 |
All Filings in ES
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,204 | 5,676 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $390,531 | 5,637 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $394,082 | 5,853 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $413,252 | 5,809 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $367,023 | 5,769 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $355,517 | 5,724 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $326,144 | 5,679 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||