Capital Analysts, LLC

Position in ES — Eversource Energy

CIK 1624758 FORT WASHINGTON, PA

Position in ES

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$19,223

+$587 QoQ

Shares Held

266

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#964

of 1,109 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. ES ranks #13 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	146,712	$20,071,668
2	NEE	Nextera Energy Inc	46,297	$4,063,487
3	AEE	Ameren Corp	19,745	$2,231,974
4	PEG	Public Service Enterprise Group Inc	10,239	$830,996
5	DUK	Duke Energy CORP	4,610	$583,533
6	D	Dominion Energy, Inc	7,289	$497,765
7	SO	Southern Co	3,591	$343,693
8	XEL	Xcel Energy Inc	1,516	$121,734

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,223	266	-1.1%	Shares	Defined	2026-08-05
2026-03-31	$18,636	269	+1.1%	Shares	Defined	2026-05-14
2025-12-31	$17,909	266	-84.5%	Shares	Defined	2026-05-15
2024-12-31	$98,837	1,721	0.0%	Shares	Defined	2025-02-14
2024-09-30	$117,114	1,721	0.0%	Shares	Defined	2024-11-13
2024-06-30	$97,597	1,721	0.0%	Shares	Defined	2024-08-14
2024-03-31	$102,864	1,721	-1.3%	Shares	Defined	2024-05-14
2023-12-31	$106,221	1,744	+1.3%	Shares	Defined	2024-01-30
2023-09-30	$100,076	1,721	-0.3%	Shares	Defined	2023-11-13
2023-06-30	$122,407	1,726	-1.7%	Shares	Defined	2023-08-11
2023-03-31	$137,346	1,755	—	Shares	Defined	2023-05-05
No filing history on record for this holder in this stock.