HBK Sorce Advisory LLC

Position in ES — Eversource Energy

CIK 1379995 ERIE, PA

Position in ES

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

Position Value

$321,529

+$17,321 QoQ

Shares Held

4,449

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#695

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. ES ranks #14 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,959	$3,946,051
2	DUK	Duke Energy CORP	12,668	$1,603,515
3	EXC	Exelon Corp	27,078	$1,262,376
4	AEP	American Electric Power Co Inc	8,729	$1,194,214
5	PPL	PPL Corp	30,869	$1,122,088
6	D	Dominion Energy, Inc	14,014	$957,016
7	SO	Southern Co	9,437	$903,215
8	LNT	Alliant Energy Corp	10,892	$830,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,529	4,449	+1.3%	Shares	Sole	2026-08-06
2026-03-31	$304,208	4,391	-17.6%	Shares	Sole	2026-05-11
2025-12-31	$358,599	5,326	-0.1%	Shares	Sole	2026-02-09
2025-09-30	$379,176	5,330	+0.7%	Shares	Sole	2025-10-16
2025-06-30	$336,613	5,291	-2.6%	Shares	Sole	2025-08-04
2025-03-31	$337,505	5,434	-7.3%	Shares	Sole	2025-04-23
2024-12-31	$336,826	5,865	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$403,536	5,930	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$329,995	5,819	+7.6%	Shares	Sole	2024-08-08
2024-03-31	$323,295	5,409	-1.3%	Shares	Sole	2024-05-09
2023-12-31	$338,163	5,479	+11.1%	Shares	Sole	2024-01-25
2023-09-30	$286,853	4,933	-2.4%	Shares	Sole	2023-11-06
2023-06-30	$358,429	5,054	-2.8%	Shares	Sole	2023-08-04
2023-03-31	$406,717	5,197	-45.7%	Shares	Sole	2023-08-15
2022-12-31	$802,851	9,576	+104.5%	Shares	Sole	2023-02-09
2022-09-30	$365,086	4,683	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$390,420	4,622	+1.7%	Shares	Sole	2022-08-15
2022-03-31	$400,823	4,545	-23.8%	Shares	Sole	2022-05-13
2021-12-31	$542,786	5,966	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$485,654	5,940	-6.7%	Shares	Sole	2021-11-15
2021-06-30	$510,647	6,364	-2.8%	Shares	Sole	2021-08-12
2021-03-31	$566,991	6,548	-2.0%	Shares	Sole	2021-05-14
2020-12-31	$577,973	6,681	-1.9%	Shares	Sole	2021-02-12
2020-09-30	$568,724	6,807	+9.2%	Shares	Sole	2020-11-13
2020-06-30	$518,855	6,231	+5.6%	Shares	Sole	2020-08-14
2020-03-31	$461,595	5,902	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.