Gallagher Fiduciary Advisors, LLC
Position in ES — Eversource Energy
CIK 1527781
ROLLING MEADOWS, IL
Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$603,960
+$22,216 QoQ
Shares Held
8,357
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#549
of 1,113 holders
Holding Since
Sep 2024
8 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, 2026Gallagher Fiduciary Advisors, LLC holds $653,713,412 across 8 Utilities - Regulated Electric names. ES ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
38,625,717 | $649,684,559 | |
| 2 | XEL |
Xcel Energy Inc
|
17,952 | $1,441,545 | |
| 3 | DTE |
Dte Energy Co
|
4,092 | $623,498 | |
| 4 | ES |
Eversource Energy
This page
|
8,357 | $603,960 | |
| 5 | EIX |
Edison International
|
5,840 | $434,788 | |
| 6 | NGG |
National Grid PLC
|
5,095 | $422,222 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,034 | $278,271 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,767 | $224,569 |
All Filings in ES
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,960 | 8,357 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $581,744 | 8,397 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $557,829 | 8,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $565,065 | 7,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $493,691 | 7,760 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $458,682 | 7,385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $402,412 | 7,007 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $440,487 | 6,473 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||