Claro Advisors Inc.

Position in ES — Eversource Energy

CIK 1764386 BOSTON, MA

Position in ES

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

Position Value

$770,470

+$102,819 QoQ

Shares Held

10,661

+10.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#498

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. ES ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	12,994	$1,777,709
2	DUK	Duke Energy CORP	12,181	$1,541,870
3	SO	Southern Co	9,987	$955,855
4	ES	Eversource Energy This page	10,661	$770,470
5	NEE	Nextera Energy Inc	4,855	$426,123
6	XEL	Xcel Energy Inc	4,581	$367,854
7	EIX	Edison International	4,739	$352,818
8	PCG	PG&E Corp	12,870	$216,473

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$770,470	10,661	+10.6%	Shares	Sole	2026-07-30
2026-03-31	$667,651	9,637	-0.4%	Shares	Sole	2026-04-21
2025-12-31	$651,754	9,680	-4.2%	Shares	Sole	2026-02-17
2025-09-30	$718,514	10,100	+4.1%	Shares	Sole	2025-11-12
2025-06-30	$617,177	9,701	+3.7%	Shares	Sole	2025-08-05
2025-03-31	$580,976	9,354	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$543,115	9,457	-9.7%	Shares	Sole	2025-01-13
2024-09-30	$712,551	10,471	+7.1%	Shares	Sole	2024-11-07
2024-06-30	$554,510	9,778	-2.7%	Shares	Sole	2024-07-31
2024-03-31	$600,867	10,053	-4.3%	Shares	Sole	2024-04-18
2023-12-31	$648,677	10,510	-13.5%	Shares	Sole	2024-01-22
2023-09-30	$706,696	12,153	+1.5%	Shares	Sole	2023-10-10
2023-06-30	$848,770	11,968	-5.5%	Shares	Sole	2023-08-08
2023-03-31	$991,475	12,669	-3.0%	Shares	Sole	2023-04-17
2022-12-31	$1,095,453	13,066	-5.4%	Shares	Sole	2023-03-13
2022-09-30	$1,076,315	13,806	0.0%	Shares	Sole	2022-11-18
2022-06-30	$1,166,192	13,806	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$1,212,259	13,746	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,250,611	13,746	-2.5%	Shares	Sole	2022-02-14
2021-09-30	$1,153,143	14,104	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$1,127,773	14,055	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$1,214,597	14,027	-0.4%	Shares	Sole	2021-05-17
2020-12-31	$1,217,801	14,077	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$1,175,214	14,066	+0.0%	Shares	Sole	2020-11-16
2020-06-30	$1,171,026	14,063	+0.7%	Shares	Sole	2020-08-14
2020-03-31	$1,092,593	13,970	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.