CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in ES — Eversource Energy

CIK 1766904 RICHMOND, VA

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Position in ES

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$69,592

-$9,106 QoQ

Shares Held

963

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#887

of 1,109 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in ES Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. ES ranks #16 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,150	$890,860
2	WEC	Wec Energy Group, Inc.	4,507	$526,277
3	DUK	Duke Energy CORP	3,523	$445,935
4	PPL	PPL Corp	10,603	$385,413
5	SO	Southern Co	3,536	$338,425
6	AEP	American Electric Power Co Inc	1,240	$169,639
7	EVRG	Evergy, Inc.	1,842	$159,200
8	LNT	Alliant Energy Corp	1,914	$146,015

All Filings in ES

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,592	963	-15.2%	Shares	Other	2026-07-17
2026-03-31	$78,698	1,136	+37.4%	Shares	Other	2026-04-29
2025-12-31	$55,679	827	+19.9%	Shares	Other	2026-02-09
2025-09-30	$49,084	690	+19.4%	Shares	Other	2025-11-10
2025-06-30	$36,769	578	-61.2%	Shares	Other	2025-08-13
2023-09-30	$86,701	1,491	+9.1%	Shares	Other	2023-11-13
2023-06-30	$96,947	1,367	-15.5%	Shares	Defined	2023-08-10
2023-03-31	$126,624	1,618	-3.8%	Shares	Defined	2023-05-12
2022-12-31	$141,018	1,682	+34.8%	Shares	Defined	2023-02-14
2022-06-30	$105,418	1,248	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.