EP Wealth Advisors, LLC

Position in ES — Eversource Energy

CIK 1540569 TORRANCE, CA

Position in ES

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,672,973

+$202,823 QoQ

Shares Held

24,148

+10.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. ES ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	644,609	$59,871,283
2	XEL	Xcel Energy Inc	565,921	$44,956,764
3	SO	Southern Co	385,144	$37,174,098
4	DUK	Duke Energy CORP	28,787	$3,769,369
5	IDA	Idacorp Inc	17,550	$2,509,123
6	AEP	American Electric Power Co Inc	16,750	$2,195,590
7	ED	Consolidated Edison Inc	16,193	$1,832,723
8	ES	Eversource Energy This page	24,148	$1,672,973

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,672,973	24,148	+10.6%	Shares	Sole	2026-05-14
2025-12-31	$1,470,150	21,835	-8.1%	Shares	Sole	2026-02-18
2025-06-30	$1,512,056	23,767	+11.6%	Shares	Sole	2025-08-14
2025-03-31	$1,322,321	21,290	-4.4%	Shares	Sole	2025-05-15
2024-12-31	$1,279,195	22,274	+35.9%	Shares	Sole	2025-02-14
2024-09-30	$1,115,135	16,387	-0.6%	Shares	Sole	2024-11-15
2024-06-30	$934,977	16,487	+58.5%	Shares	Sole	2024-08-19
2023-06-30	$737,780	10,403	+552.2%	Shares	Sole	2023-08-14
2023-03-31	$124,824	1,595	-47.3%	Shares	Sole	2023-06-05
2022-06-30	$255,521	3,025	-2.0%	Shares	Sole	2022-08-11
2022-03-31	$272,330	3,088	+6.3%	Shares	Sole	2022-05-20
2021-12-31	$264,387	2,906	-2.0%	Shares	Sole	2022-02-17
2021-06-30	$237,911	2,965	+16.8%	Shares	Sole	2021-08-24
2021-03-31	$219,852	2,539	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.