Steward Partners Investment Advisory, LLC
Position in ES — Eversource Energy
CIK 1723397
STAMFORD, CT
Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,166,293
+$154,875 QoQ
Shares Held
16,138
+10.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. ES ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,293 | 16,138 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,011,418 | 14,599 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $999,446 | 14,844 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,348,245 | 18,952 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,157,502 | 18,194 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,179,468 | 18,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,065,383 | 18,551 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,476,957 | 21,704 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,228,848 | 21,669 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $948,251 | 15,865 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,736,800 | 28,140 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,807,999 | 31,092 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,177,811 | 30,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,263,200 | 28,919 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,356,071 | 28,102 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,119,810 | 27,191 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,289,643 | 27,106 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,335,006 | 26,477 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,337,003 | 25,687 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,068,528 | 25,300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,882,510 | 23,461 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,292,297 | 26,473 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,994,142 | 23,051 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,982,975 | 23,734 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,820,865 | 21,867 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,494,045 | 19,103 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||