Foundations Investment Advisors, LLC
EndowmentPosition in ES — Eversource Energy
CIK 1743404
PHOENIX, AZ
Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,570
-$15,531 QoQ
Shares Held
3,564
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#765
of 1,109 holders
Holding Since
Sep 2025
4 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. ES ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in ES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,570 | 3,564 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,101 | 3,942 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $232,086 | 3,447 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $228,786 | 3,216 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||