Perigon Wealth Management, LLC

Position in ES — Eversource Energy

CIK 1575239 SAN FRANCISCO, CA

Position in ES

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$478,282

+$51,448 QoQ

Shares Held

6,618

+7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#597

of 1,109 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. ES ranks #16 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	119,680	$10,504,313
2	SO	Southern Co	34,256	$3,278,641
3	AEP	American Electric Power Co Inc	23,590	$3,227,347
4	DUK	Duke Energy CORP	20,484	$2,592,864
5	D	Dominion Energy, Inc	32,322	$2,207,269
6	ED	Consolidated Edison Inc	14,020	$1,551,032
7	EXC	Exelon Corp	29,638	$1,381,723
8	PEG	Public Service Enterprise Group Inc	12,259	$994,940

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,282	6,618	+7.4%	Shares	Sole	2026-08-07
2026-03-31	$426,834	6,161	-11.0%	Shares	Sole	2026-04-10
2025-12-31	$465,923	6,920	+18.5%	Shares	Sole	2026-01-16
2025-09-30	$415,528	5,841	+34.2%	Shares	Sole	2025-10-17
2025-06-30	$276,937	4,353	-6.9%	Shares	Sole	2025-07-16
2025-03-31	$290,426	4,676	+1.6%	Shares	Sole	2025-04-23
2024-12-31	$264,292	4,602	+31.6%	Shares	Sole	2025-01-22
2024-09-30	$238,038	3,498	-2.6%	Shares	Sole	2024-10-16
2024-06-30	$203,588	3,590	-4.3%	Shares	Sole	2024-08-02
2024-03-31	$224,197	3,751	-9.5%	Shares	Sole	2024-04-29
2023-12-31	$255,829	4,145	+69.6%	Shares	Sole	2024-01-29
2022-12-31	$204,904	2,444	+32.5%	Shares	Sole	2023-05-01
2020-12-31	$159,610	1,845	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.