Geneos Wealth Management Inc.

Position in ES — Eversource Energy

CIK 1764754 ENGLEWOOD, CO

Position in ES

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$131,748

+$108,817 QoQ

Shares Held

1,823

+450.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#853

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. ES ranks #20 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	125,697	$11,032,425
2	DUK	Duke Energy CORP	53,985	$6,833,421
3	XEL	Xcel Energy Inc	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc.	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,748	1,823	+450.8%	Shares	Sole	2026-08-06
2026-03-31	$22,931	331	+20.8%	Shares	Sole	2026-05-05
2025-12-31	$18,448	274	-5.5%	Shares	Sole	2026-01-28
2025-09-30	$20,630	290	-85.0%	Shares	Sole	2025-10-22
2025-06-30	$123,168	1,936	-42.6%	Shares	Sole	2025-08-18
2025-03-31	$209,621	3,375	+125.5%	Shares	Sole	2025-05-08
2024-12-31	$85,972	1,497	-6.0%	Shares	Sole	2025-01-21
2024-09-30	$108,403	1,593	+800.0%	Shares	Sole	2024-11-14
2024-06-30	$10,037	177	-4.3%	Shares	Sole	2024-07-23
2024-03-31	$11,057	185	-6.1%	Shares	Sole	2024-05-03
2023-12-31	$12,158	197	-80.6%	Shares	Sole	2024-01-26
2023-09-30	$59,022	1,015	+225.3%	Shares	Sole	2023-10-11
2023-06-30	$22,127	312	+26.3%	Shares	Sole	2023-08-08
2023-03-31	$19,330	247	-86.5%	Shares	Sole	2023-04-25
2022-12-31	$153,678	1,833	0.0%	Shares	Sole	2023-01-31
2022-09-30	$142,900	1,833	-46.4%	Shares	Sole	2022-11-14
2022-06-30	$288,971	3,421	-3.6%	Shares	Sole	2022-07-22
2022-03-31	$312,986	3,549	0.0%	Shares	Sole	2022-05-16
2021-12-31	$322,888	3,549	-3.7%	Shares	Sole	2022-02-09
2021-09-30	$301,285	3,685	+4.0%	Shares	Sole	2021-11-09
2021-06-30	$284,370	3,544	-10.0%	Shares	Sole	2021-07-08
2021-03-31	$340,904	3,937	+0.4%	Shares	Sole	2021-06-17
2020-12-31	$339,292	3,922	+11.0%	Shares	Sole	2021-05-19
2020-09-30	$295,265	3,534	+0.1%	Shares	Sole	2021-09-07
2020-06-30	$293,943	3,530	+53.9%	Shares	Sole	2021-09-07
2020-03-31	$179,335	2,293	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.