Connecticut Wealth Management, LLC

Position in ES — Eversource Energy

CIK 1689829 FARMINGTON, CT

Position in ES

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$537,399

-$4,093 QoQ

Shares Held

7,436

-4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#573

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,724,558 across 3 Utilities - Regulated Electric names. ES ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	30,704	$2,694,890
2	ES	Eversource Energy This page	7,436	$537,399
3	DUK	Duke Energy CORP	3,889	$492,269

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$537,399	7,436	-4.9%	Shares	Sole	2026-07-29
2026-03-31	$541,492	7,816	0.0%	Shares	Sole	2026-05-01
2025-12-31	$526,251	7,816	0.0%	Shares	Sole	2026-02-12
2025-09-30	$556,030	7,816	0.0%	Shares	Sole	2025-11-13
2025-06-30	$497,253	7,816	+27.4%	Shares	Sole	2025-08-14
2025-03-31	$381,044	6,135	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$357,386	6,223	+10.4%	Shares	Sole	2025-02-18
2024-09-30	$383,461	5,635	-8.1%	Shares	Sole	2024-11-13
2024-06-30	$347,915	6,135	-5.8%	Shares	Sole	2024-08-13
2024-03-31	$389,341	6,514	+0.1%	Shares	Sole	2024-05-01
2023-12-31	$401,550	6,506	+19.5%	Shares	Sole	2024-02-06
2023-09-30	$316,568	5,444	0.0%	Shares	Sole	2023-10-19
2023-06-30	$386,088	5,444	0.0%	Shares	Sole	2023-07-25
2023-03-31	$426,047	5,444	+6.6%	Shares	Sole	2023-04-18
2022-12-31	$428,254	5,108	0.0%	Shares	Sole	2023-01-17
2022-09-30	$398,219	5,108	+21.3%	Shares	Sole	2022-11-02
2022-06-30	$355,787	4,212	-13.2%	Shares	Sole	2022-07-12
2022-03-31	$427,809	4,851	+1.8%	Shares	Sole	2022-04-18
2021-12-31	$433,428	4,764	0.0%	Shares	Sole	2022-01-24
2021-09-30	$389,504	4,764	+0.0%	Shares	Sole	2021-11-02
2021-06-30	$382,183	4,763	-59.6%	Shares	Sole	2021-07-29
2021-03-31	$1,020,376	11,784	+0.1%	Shares	Sole	2021-05-12
2020-12-31	$1,018,395	11,772	-3.0%	Shares	Sole	2021-01-29
2020-09-30	$1,014,297	12,140	+266.3%	Shares	Sole	2020-10-13
2020-06-30	$275,956	3,314	+12.2%	Shares	Sole	2020-07-14
2020-03-31	$230,954	2,953	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.