Ellevest, Inc.

Position in ES — Eversource Energy

CIK 1644128 NEW YORK, NY

Position in ES

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$516,730

-$71,318 QoQ

Shares Held

7,150

-15.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#579

of 1,108 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellevest, Inc. holds $3,865,130 across 8 Utilities - Regulated Electric names. ES ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	7,396	$818,219
2	EXC	Exelon Corp	14,465	$674,358
3	EIX	Edison International	8,058	$599,918
4	ES	Eversource Energy This page	7,150	$516,730
5	PEG	Public Service Enterprise Group Inc	5,919	$480,386
6	CMS	Cms Energy Corp	4,134	$316,251
7	PPL	PPL Corp	6,639	$241,327
8	AEE	Ameren Corp	1,928	$217,941

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,730	7,150	-15.8%	Shares	Sole	2026-08-10
2026-03-31	$588,048	8,488	-2.1%	Shares	Sole	2026-05-11
2025-12-31	$583,885	8,672	-8.0%	Shares	Sole	2026-02-10
2025-09-30	$670,352	9,423	+559.0%	Shares	Sole	2025-11-14
2023-03-31	$111,911	1,430	+120.7%	Shares	Sole	2023-05-04
2022-12-31	$54,328	648	-10.7%	Shares	Sole	2023-02-03
2022-09-30	$56,598	726	+132.7%	Shares	Sole	2022-11-02
2022-06-30	$26,354	312	-19.6%	Shares	Sole	2022-07-18
2022-03-31	$34,217	388	+605.5%	Shares	Sole	2022-04-19
2021-12-31	$5,003	55	-62.3%	Shares	Sole	2022-01-24
2021-09-30	$11,936	146	+92.1%	Shares	Sole	2021-10-19
2021-06-30	$6,098	76	-87.4%	Shares	Sole	2021-07-13
2021-03-31	$52,040	601	+14.7%	Shares	Sole	2021-05-03
2020-12-31	$45,331	524	+126.8%	Shares	Sole	2021-02-04
2020-09-30	$19,300	231	+87.8%	Shares	Sole	2020-10-26
2020-06-30	$10,242	123	+324.1%	Shares	Sole	2020-07-06
2020-03-31	$2,268	29	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.