Global Retirement Partners, LLC
PensionPosition in ES — Eversource Energy
CIK 1749744
San Rafael, CA
Position in ES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,146,708
+$173,117 QoQ
Shares Held
15,867
+9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
of 1,109 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. ES ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,708 | 15,867 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $973,591 | 14,460 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $551,548 | 7,753 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $477,213 | 7,501 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $151,557 | 2,639 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $172,030 | 2,528 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $165,366 | 2,916 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $160,422 | 2,684 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $172,322 | 2,792 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $204,978 | 3,525 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $223,610 | 3,153 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $314,526 | 4,019 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $322,532 | 3,847 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $210,647 | 2,702 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $189,128 | 2,239 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $195,958 | 2,222 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $164,309 | 1,806 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $146,759 | 1,795 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $34,021 | 424 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $36,194 | 418 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $39,881 | 461 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $34,506 | 413 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $34,223 | 411 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $31,987 | 409 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||