Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in ES — Eversource Energy
CIK 1510434
Seattle, WA
Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$918,045
+$96,108 QoQ
Shares Held
12,703
+7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#460
of 1,109 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. ES ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
43,722 | $5,021,908 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,733 | $4,289,311 | |
| 3 | DUK |
Duke Energy CORP
|
29,120 | $3,686,009 | |
| 4 | NEE |
Nextera Energy Inc
|
31,565 | $2,770,459 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,191 | $1,941,469 | |
| 6 | ED |
Consolidated Edison Inc
|
16,604 | $1,836,900 | |
| 7 | AEE |
Ameren Corp
|
10,946 | $1,237,334 | |
| 8 | ES |
Eversource Energy
This page
|
12,703 | $918,045 |
All Filings in ES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,045 | 12,703 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $821,937 | 11,864 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $622,263 | 9,242 | Shares | Sole | 2026-01-16 | |
| 2022-03-31 | $282,208 | 3,200 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $281,583 | 3,095 | Shares | Sole | 2022-02-14 | |
| 2020-03-31 | $218,988 | 2,800 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||