SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in ES — Eversource Energy

CIK 1531593 NEW YORK, NY

Position in ES

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,287

+$1,992 QoQ

Shares Held

+40.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,024

of 1,109 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $40,445,507 across 23 Utilities - Regulated Electric names. ES ranks #19 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	435,283	$38,204,788
2	EXC	Exelon Corp	10,000	$466,200
3	AEE	Ameren Corp	2,747	$310,520
4	CNP	Centerpoint Energy Inc	6,412	$282,384
5	EIX	Edison International	2,986	$222,307
6	DUK	Duke Energy CORP	1,481	$187,464
7	ED	Consolidated Edison Inc	1,313	$145,257
8	PCG	PG&E Corp	8,592	$144,517

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,287	87	+40.3%	Shares	Sole	2026-08-03
2026-03-31	$4,295	62	-88.9%	Shares	Sole	2026-04-30
2025-12-31	$37,502	557	-13.1%	Shares	Sole	2026-02-17
2025-09-30	$45,600	641	+159.5%	Shares	Sole	2025-11-13
2025-06-30	$15,714	247	-45.8%	Shares	Sole	2025-08-12
2023-06-30	$32,339	456	-33.4%	Shares	Sole	2023-08-14
2023-03-31	$53,608	685	+94.6%	Shares	Sole	2023-05-12
2022-12-31	$29,511	352	-86.5%	Shares	Sole	2023-02-13
2022-09-30	$202,696	2,600	+259.6%	Shares	Sole	2022-11-02
2022-06-30	$61,071	723	+200.0%	Shares	Sole	2022-08-02
2022-03-31	$21,253	241	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.