Stratos Wealth Advisors, LLC

Position in ES — Eversource Energy

CIK 1707202 BEACHWOOD, OH

Position in ES

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,854,665

+$85,324 QoQ

Shares Held

25,663

+0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#350

of 1,106 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $5,307,312 across 5 Utilities - Regulated Electric names. ES ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy This page	25,663	$1,854,665
2	NEE	Nextera Energy Inc	13,744	$1,206,310
3	DUK	Duke Energy CORP	8,361	$1,058,335
4	AEP	American Electric Power Co Inc	4,817	$659,013
5	SO	Southern Co	5,527	$528,989

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,665	25,663	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$1,769,341	25,539	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$1,712,807	25,439	+0.2%	Shares	Sole	2026-01-20
2025-09-30	$1,806,956	25,400	-0.6%	Shares	Sole	2025-11-06
2025-06-30	$1,626,508	25,566	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$1,582,935	25,486	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$1,459,928	25,421	+0.6%	Shares	Sole	2025-01-27
2024-09-30	$1,720,304	25,280	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$1,427,730	25,176	-17.5%	Shares	Sole	2024-07-24
2024-03-31	$1,824,180	30,520	+6.4%	Shares	Sole	2024-04-16
2023-12-31	$1,770,623	28,688	+58.3%	Shares	Sole	2024-01-24
2023-09-30	$1,053,794	18,122	+0.1%	Shares	Sole	2023-10-24
2023-06-30	$1,283,935	18,104	-1.7%	Shares	Sole	2023-07-18
2023-03-31	$1,441,627	18,421	-2.9%	Shares	Sole	2023-04-27
2022-12-31	$1,589,774	18,962	-0.3%	Shares	Sole	2023-01-19
2022-09-30	$1,482,175	19,012	+1.4%	Shares	Sole	2022-10-24
2022-06-30	$1,583,643	18,748	+0.6%	Shares	Sole	2022-07-22
2022-03-31	$1,643,861	18,640	+0.3%	Shares	Sole	2022-04-26
2021-12-31	$1,690,954	18,586	-0.0%	Shares	Sole	2022-01-14
2021-09-30	$1,520,081	18,592	+62.6%	Shares	Sole	2021-10-19
2021-06-30	$917,704	11,437	+3.3%	Shares	Sole	2021-07-19
2021-03-31	$958,637	11,071	+3.0%	Shares	Sole	2021-04-27
2020-12-31	$930,155	10,752	-0.0%	Shares	Sole	2021-01-29
2020-09-30	$898,413	10,753	-4.2%	Shares	Sole	2020-10-29
2020-06-30	$934,872	11,227	+5.0%	Shares	Sole	2020-07-28
2020-03-31	$836,299	10,693	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.