Patriot Financial Group Insurance Agency, LLC
InsurancePosition in ES — Eversource Energy
CIK 1694883
Westborough, MA
Position in ES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$297,101
-$2,080,727 QoQ
Shares Held
4,111
-88.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#716
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. ES ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,101 | 4,111 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,377,828 | 34,322 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $663,873 | 9,860 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $700,159 | 9,842 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $641,734 | 10,087 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $622,280 | 10,019 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $574,931 | 10,011 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $683,834 | 10,049 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $517,819 | 9,131 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $559,566 | 9,362 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $578,501 | 9,373 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $556,437 | 9,569 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $675,796 | 9,529 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $743,391 | 9,499 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $795,054 | 9,483 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $736,020 | 9,441 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $834,901 | 9,884 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $870,435 | 9,870 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $891,058 | 9,794 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $835,505 | 10,219 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $821,256 | 10,235 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,178,143 | 13,606 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $863,715 | 9,984 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $784,785 | 9,393 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $775,160 | 9,309 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $717,498 | 9,174 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||