Vanguard Personalized Indexing Management, LLC
Position in ES — Eversource Energy
CIK 1767306
OAKLAND, CA
Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,785,213
+$254,717 QoQ
Shares Held
66,213
+1.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#233
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $188,209,434 across 35 Utilities - Regulated Electric names. ES ranks #12 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
325,866 | $28,601,258 | |
| 2 | DUK |
Duke Energy CORP
|
142,989 | $18,099,547 | |
| 3 | SO |
Southern Co
|
160,532 | $15,364,517 | |
| 4 | AEP |
American Electric Power Co Inc
|
86,241 | $11,798,631 | |
| 5 | D |
Dominion Energy, Inc
|
143,422 | $9,794,288 | |
| 6 | ETR |
Entergy Corp /De/
|
81,518 | $9,363,157 | |
| 7 | ED |
Consolidated Edison Inc
|
84,010 | $9,294,026 | |
| 8 | EXC |
Exelon Corp
|
182,426 | $8,504,700 |
All Filings in ES
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,785,213 | 66,213 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,530,496 | 65,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,306,696 | 63,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,596,568 | 64,613 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,155,594 | 65,319 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,156,152 | 66,916 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,559,568 | 61,981 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,800,524 | 55,849 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,735,009 | 48,228 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,749,659 | 46,004 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,945,204 | 63,921 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,752,408 | 30,136 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,549,034 | 21,842 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,648,468 | 21,064 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,409,015 | 16,806 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,343,952 | 17,239 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,132,404 | 13,406 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,013,744 | 11,495 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $818,365 | 8,995 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $567,250 | 6,938 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $460,336 | 5,737 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||