Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$400,231
+$16,005 QoQ
Shares Held
5,538
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#642
of 1,106 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. ES ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
This page
|
5,538 | $400,231 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,231 | 5,538 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $384,226 | 5,546 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,798 | 4,319 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $822,449 | 11,561 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $582,441 | 9,155 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $514,457 | 8,283 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $469,662 | 8,178 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $673,763 | 9,901 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $613,942 | 10,826 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $718,734 | 12,025 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $564,799 | 9,151 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $233,530 | 4,016 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $264,177 | 3,725 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $288,231 | 3,683 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $253,448 | 3,023 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $250,953 | 3,219 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $392,532 | 4,647 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $420,137 | 4,764 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $434,702 | 4,778 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $357,045 | 4,367 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $315,583 | 3,933 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $308,693 | 3,565 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $305,380 | 3,530 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $294,847 | 3,529 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||