CX Institutional

Position in ES — Eversource Energy

CIK 1737089 AUBURN, IN

Position in ES

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$253,884

+$20,480 QoQ

Shares Held

3,513

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#772

of 1,109 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. ES ranks #22 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,884	3,513	+4.3%	Shares	Sole	2026-07-02
2026-03-31	$233,404	3,369	+0.2%	Shares	Sole	2026-04-06
2025-12-31	$226,296	3,361	+14.8%	Shares	Sole	2026-02-02
2025-09-30	$208,297	2,928	+1.3%	Shares	Sole	2025-10-23
2025-06-30	$183,861	2,890	+10.5%	Shares	Sole	2025-07-16
2025-03-31	$162,417	2,615	+129.4%	Shares	Sole	2025-04-15
2022-06-30	$96,295	1,140	+56.2%	Shares	Sole	2022-08-02
2021-09-30	$59,684	730	+2.1%	Shares	Sole	2021-11-10
2021-06-30	$57,371	715	+54.4%	Shares	Sole	2021-08-04
2021-03-31	$40,091	463	+52.3%	Shares	Sole	2021-04-15
2020-12-31	$26,299	304	+42.1%	Shares	Sole	2021-01-12
2020-09-30	$17,879	214	+114.0%	Shares	Sole	2020-10-13
2020-06-30	$8,327	100	+11.1%	Shares	Sole	2020-08-06
2020-03-31	$7,038	90	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.