Plante Moran Financial Advisors, LLC

Position in ES — Eversource Energy

CIK 1424717 SOUTHFIELD, MI

Position in ES

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

Position Value

$289

-$1,315 QoQ

Shares Held

-84.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,097

of 1,109 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. ES ranks #20 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	11,882	$1,810,460
2	CMS	Cms Energy Corp	7,156	$547,434
3	NEE	Nextera Energy Inc	4,895	$429,634
4	SO	Southern Co	3,672	$351,447
5	AEP	American Electric Power Co Inc	1,721	$235,450
6	EXC	Exelon Corp	3,842	$179,114
7	IDA	Idacorp Inc	983	$148,727
8	DUK	Duke Energy CORP	411	$52,024

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289	4	-84.6%	Shares	Sole	2026-08-06
2023-12-31	$1,604	26	+85.7%	Shares	Sole	2024-02-05
2023-03-31	$1,095	14	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,173	14	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,091	14	-83.3%	Shares	Sole	2022-11-02
2022-06-30	$7,095	84	+500.0%	Shares	Sole	2022-08-02
2022-03-31	$1,234	14	-98.2%	Shares	Sole	2022-05-06
2021-12-31	$71,055	781	-55.9%	Shares	Sole	2022-02-09
2021-09-30	$144,878	1,772	0.0%	Shares	Sole	2021-11-08
2021-06-30	$142,185	1,772	-1.0%	Shares	Sole	2021-08-10
2021-03-31	$154,996	1,790	-3.1%	Shares	Sole	2021-05-13
2020-12-31	$159,870	1,848	+3.6%	Shares	Sole	2021-02-09
2020-09-30	$148,969	1,783	0.0%	Shares	Sole	2020-11-12
2020-06-30	$148,470	1,783	+1.4%	Shares	Sole	2020-08-10
2020-03-31	$137,493	1,758	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.