PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in ES — Eversource Energy

CIK 12600 DES MOINES, IA

Position in ES

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$912,119

+$17,923 QoQ

Shares Held

12,621

-2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#463

of 1,109 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $37,689,099 across 22 Utilities - Regulated Electric names. ES ranks #14 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	52,886	$6,694,309
2	NEE	Nextera Energy Inc	63,385	$5,563,301
3	WEC	Wec Energy Group, Inc.	37,606	$4,391,252
4	SO	Southern Co	26,111	$2,499,083
5	ETR	Entergy Corp /De/	16,241	$1,865,441
6	XEL	Xcel Energy Inc	22,701	$1,822,890
7	AEP	American Electric Power Co Inc	12,761	$1,745,832
8	D	Dominion Energy, Inc	25,267	$1,725,483

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,119	12,621	-2.2%	Shares	Sole	2026-08-04
2026-03-31	$894,196	12,907	+1.4%	Shares	Sole	2026-05-13
2025-12-31	$856,841	12,726	+2.2%	Shares	Sole	2026-02-12
2025-09-30	$885,479	12,447	+5.9%	Shares	Sole	2025-11-12
2025-06-30	$748,043	11,758	+461.8%	Shares	Sole	2025-08-11
2025-03-31	$129,996	2,093	0.0%	Shares	Sole	2025-04-30
2024-12-31	$120,200	2,093	+24.5%	Shares	Sole	2025-01-30
2024-09-30	$114,392	1,681	+76.9%	Shares	Sole	2024-10-28
2024-06-30	$53,874	950	-7.9%	Shares	Sole	2024-07-31
2024-03-31	$61,622	1,031	-22.3%	Shares	Sole	2024-05-10
2023-12-31	$81,902	1,327	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.