Formidable Asset Management, LLC

Position in ES — Eversource Energy

CIK 1592613 CINCINNATI, OH

Position in ES

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$289,080

+$8,289 QoQ

Shares Held

4,000

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#728

of 1,109 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Formidable Asset Management, LLC holds $8,219,692 across 6 Utilities - Regulated Electric names. ES ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	62,702	$5,503,354
2	DUK	Duke Energy CORP	10,080	$1,275,926
3	SO	Southern Co	5,924	$566,986
4	NGG	National Grid PLC	4,599	$381,119
5	ES	Eversource Energy This page	4,000	$289,080
6	ED	Consolidated Edison Inc	1,837	$203,227

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,080	4,000	-1.3%	Shares	Sole	2026-07-17
2026-03-31	$280,791	4,053	-4.7%	Shares	Sole	2026-04-22
2025-12-31	$286,287	4,252	0.0%	Shares	Sole	2026-01-16
2025-09-30	$302,487	4,252	0.0%	Shares	Sole	2025-10-29
2025-06-30	$270,512	4,252	0.0%	Shares	Sole	2025-07-16
2025-03-31	$264,091	4,252	0.0%	Shares	Sole	2025-05-05
2024-12-31	$244,192	4,252	0.0%	Shares	Sole	2025-02-19
2024-09-30	$289,348	4,252	0.0%	Shares	Sole	2024-11-12
2024-06-30	$241,130	4,252	0.0%	Shares	Sole	2024-08-08
2024-03-31	$254,142	4,252	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.