IFP Advisors, Inc

Position in ES — Eversource Energy

CIK 1641866 TAMPA, FL

Position in ES

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$937,486

+$673,253 QoQ

Shares Held

12,972

+240.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#453

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. ES ranks #11 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	41,174	$5,211,804
2	NEE	Nextera Energy Inc	55,230	$4,847,537
3	PPL	PPL Corp	123,238	$4,479,701
4	SO	Southern Co	35,414	$3,389,473
5	ETR	Entergy Corp /De/	24,127	$2,771,227
6	EIX	Edison International	27,478	$2,045,737
7	D	Dominion Energy, Inc	25,484	$1,740,302
8	WEC	Wec Energy Group, Inc.	14,731	$1,720,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$937,486	12,972	+240.1%	Shares	Sole	2026-07-20
2026-03-31	$264,233	3,814	+11.3%	Shares	Sole	2026-04-13
2025-12-31	$230,807	3,428	+10.9%	Shares	Sole	2026-02-06
2025-09-30	$219,964	3,092	+43.5%	Shares	Sole	2026-02-06
2025-06-30	$137,101	2,155	+26.1%	Shares	Sole	2025-07-24
2025-03-31	$106,145	1,709	-57.7%	Shares	Sole	2025-05-05
2024-12-31	$231,844	4,037	+130.4%	Shares	Sole	2025-02-04
2024-09-30	$119,223	1,752	-21.9%	Shares	Sole	2025-02-04
2024-06-30	$127,200	2,243	+7.7%	Shares	Sole	2024-07-30
2024-03-31	$124,500	2,083	-25.0%	Shares	Sole	2024-07-30
2023-12-31	$171,519	2,779	-19.4%	Shares	Sole	2024-01-09
2023-09-30	$200,617	3,450	-4.3%	Shares	Sole	2023-10-12
2023-06-30	$255,595	3,604	+1.4%	Shares	Sole	2023-08-04
2023-03-31	$278,136	3,554	-87.0%	Shares	Sole	2023-04-18
2022-12-31	$1,588	27,420	+119.7%	Shares	Sole	2023-02-07
2022-09-30	$973,018	12,481	—	Shares	Sole	2022-11-08
2022-06-30	$2,000	0	-100.0%	Shares	Sole	2022-08-12
2022-03-31	$653,046	7,405	+104.1%	Shares	Sole	2022-08-08
2021-12-31	$330,075	3,628	+0.1%	Shares	Sole	2022-01-12
2021-09-30	$296,461	3,626	-19.4%	Shares	Sole	2021-10-06
2021-06-30	$360,919	4,498	-41.8%	Shares	Sole	2021-07-13
2021-03-31	$669,254	7,729	+4.9%	Shares	Sole	2021-04-30
2020-12-31	$637,146	7,365	+0.6%	Shares	Sole	2021-01-25
2020-09-30	$611,836	7,323	-1.7%	Shares	Sole	2020-10-29
2020-06-30	$620,361	7,450	+9.6%	Shares	Sole	2020-08-05
2020-03-31	$531,828	6,800	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.