Independent Advisor Alliance

Position in ES — Eversource Energy

CIK 1696899 CHARLOTTE, NC

Position in ES

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$752,691

+$45,620 QoQ

Shares Held

10,415

+2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#503

of 1,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. ES ranks #16 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	123,435	$15,624,401
2	SO	Southern Co	137,163	$13,127,869
3	NEE	Nextera Energy Inc	89,439	$7,850,061
4	AEP	American Electric Power Co Inc	48,671	$6,658,679
5	D	Dominion Energy, Inc	62,268	$4,252,281
6	ETR	Entergy Corp /De/	35,069	$4,028,024
7	ED	Consolidated Edison Inc	34,156	$3,778,677
8	WEC	Wec Energy Group, Inc.	26,077	$3,045,010

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,691	10,415	+2.0%	Shares	Sole	2026-08-12
2026-03-31	$707,071	10,206	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$697,942	10,366	-3.3%	Shares	Sole	2026-02-04
2025-09-30	$762,549	10,719	-2.3%	Shares	Sole	2025-11-04
2025-06-30	$697,783	10,968	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$677,246	10,904	+164.6%	Shares	Sole	2025-05-12
2024-12-31	$236,668	4,121	+3.8%	Shares	Sole	2025-02-07
2024-09-30	$270,157	3,970	-27.1%	Shares	Sole	2024-11-13
2024-06-30	$308,842	5,446	+4.1%	Shares	Sole	2024-08-12
2024-03-31	$312,597	5,230	-24.0%	Shares	Sole	2024-05-08
2023-12-31	$424,633	6,880	-4.5%	Shares	Sole	2024-02-08
2023-09-30	$418,796	7,202	+4.6%	Shares	Sole	2023-10-24
2023-06-30	$488,213	6,884	+3.2%	Shares	Sole	2023-07-28
2023-03-31	$521,837	6,668	+3.5%	Shares	Sole	2023-05-12
2022-09-30	$502,452	6,445	+10.5%	Shares	Sole	2022-11-04
2022-06-30	$492,797	5,834	-15.2%	Shares	Sole	2022-08-04
2022-03-31	$606,835	6,881	+2.0%	Shares	Sole	2022-05-06
2021-12-31	$613,569	6,744	+1.6%	Shares	Sole	2022-02-11
2021-09-30	$542,722	6,638	+2.1%	Shares	Sole	2021-11-01
2021-06-30	$521,479	6,499	+9.2%	Shares	Sole	2021-08-12
2021-03-31	$515,470	5,953	-19.4%	Shares	Sole	2021-05-14
2020-12-31	$638,962	7,386	+11.9%	Shares	Sole	2021-02-11
2020-09-30	$551,430	6,600	-1.4%	Shares	Sole	2020-11-04
2020-06-30	$557,492	6,695	+0.2%	Shares	Sole	2020-08-06
2020-03-31	$522,442	6,680	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.