WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ES — Eversource Energy
CIK 1632972
PLYMOUTH, MN
Position in ES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,486,232
+$8,342,324 QoQ
Shares Held
255,794
+74.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#124
of 1,109 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. ES ranks #11 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in ES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,486,232 | 255,794 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,143,908 | 146,419 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,859,041 | 101,872 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,141,602 | 100,388 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,106,289 | 64,544 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,945,628 | 47,426 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,023,057 | 52,639 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,953,773 | 58,101 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,052,132 | 53,820 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,176,297 | 53,142 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,280,171 | 53,146 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,946,925 | 50,678 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||