WBI INVESTMENTS, LLC

Position in ES — Eversource Energy

CIK 1397424 RED BANK, NJ

Position in ES

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$757,461

+$39,582 QoQ

Shares Held

10,481

+1.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#501

of 1,109 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 36% Shared 64% None 0%

Utilities · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $3,515,066 across 4 Utilities - Regulated Electric names. ES ranks #4 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	12,963	$965,095
2	D	Dominion Energy, Inc	13,770	$940,352
3	NEE	Nextera Energy Inc	9,709	$852,158
4	ES	Eversource Energy This page	10,481	$757,461

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,461	10,481	+1.1%	Shares	Defined	2026-08-11
2026-03-31	$717,879	10,362	-49.1%	Shares	Sole	2026-05-11
2025-12-31	$1,369,828	20,345	-44.3%	Shares	Defined	2026-02-13
2025-09-30	$2,599,597	36,542	+90.0%	Shares	Defined	2025-11-20
2025-03-31	$1,194,499	19,232	—	Shares	Defined	2025-05-22
No filing history on record for this holder in this stock.