Focus Partners Wealth

Position in ES — Eversource Energy

CIK 1542153 ST LOUIS, MO

Position in ES

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$24,312,222

+$14,133,879 QoQ

Shares Held

350,927

+132.1% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Utilities · as of Mar 31, 2026

Focus Partners Wealth holds $697,439,690 across 31 Utilities - Regulated Electric names. ES ranks #8 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,147,807	$150,293,848
2	SO	Southern Co	1,462,181	$141,129,710
3	NEE	Nextera Energy Inc	1,101,298	$102,288,558
4	PCG	PG&E Corp	2,941,405	$51,680,485
5	D	Dominion Energy, Inc	661,822	$40,913,836
6	DTE	Dte Energy Co	234,496	$34,288,005
7	EVRG	Evergy, Inc.	411,084	$33,676,001
8	ES	Eversource Energy This page	350,927	$24,312,222

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,312,222	350,927	+132.1%	Shares	Sole	2026-05-15
2025-12-31	$10,178,343	151,171	+38.3%	Shares	Sole	2026-02-13
2025-09-30	$7,774,534	109,285	-6.8%	Shares	Sole	2025-11-14
2025-06-30	$7,460,081	117,260	-68.2%	Shares	Sole	2025-08-14
2025-03-31	$22,918,465	368,998	-15.9%	Shares	Sole	2025-05-20
2024-12-31	$25,189,487	438,612	+1775.2%	Shares	Sole	2025-05-29
2024-09-30	$1,591,689	23,390	-95.7%	Shares	Sole	2024-11-14
2024-06-30	$30,625,498	540,037	+4.7%	Shares	Sole	2024-08-15
2024-03-31	$30,840,184	515,981	+10281.9%	Shares	Sole	2024-05-16
2023-12-31	$306,748	4,970	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.