Ethic Inc.

Position in ES — Eversource Energy

CIK 1780570 NEW YORK, NY

Position in ES

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$9,775,269

+$106,883 QoQ

Shares Held

141,098

-1.7% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Utilities · as of Mar 31, 2026

Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. ES ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	164,899	$18,663,268
2	EXC	Exelon Corp	358,659	$17,581,464
3	PEG	Public Service Enterprise Group Inc	122,284	$9,898,889
4	ES	Eversource Energy This page	141,098	$9,775,269
5	EIX	Edison International	91,422	$6,690,261
6	SO	Southern Co	51,547	$4,975,315
7	NEE	Nextera Energy Inc	45,914	$4,264,492
8	ETR	Entergy Corp /De/	22,120	$2,485,403

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,775,269	141,098	-1.7%	Shares	Sole	2026-04-27
2025-12-31	$9,668,386	143,597	-6.1%	Shares	Sole	2026-02-03
2025-09-30	$10,881,432	152,958	+1.3%	Shares	Sole	2025-10-17
2025-06-30	$9,602,293	150,932	-15.9%	Shares	Sole	2025-07-30
2025-03-31	$11,151,974	179,552	+8.9%	Shares	Sole	2025-05-13
2024-12-31	$9,470,838	164,911	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$11,096,913	163,070	+9.4%	Shares	Sole	2024-11-13
2024-06-30	$8,449,563	148,996	-8.6%	Shares	Sole	2024-08-13
2024-03-31	$9,746,693	163,070	-1.0%	Shares	Sole	2024-05-13
2023-12-31	$10,166,580	164,721	+23.1%	Shares	Sole	2024-02-14
2023-09-30	$7,782,272	133,831	+25.4%	Shares	Sole	2023-11-14
2023-06-30	$7,567,518	106,705	+12.5%	Shares	Sole	2023-08-14
2023-03-31	$7,423,900	94,862	+28.3%	Shares	Sole	2023-05-12
2022-12-31	$6,198,207	73,929	+12.6%	Shares	Sole	2023-02-14
2022-09-30	$5,118,697	65,658	+13.8%	Shares	Sole	2022-11-14
2022-06-30	$4,873,243	57,692	+59.5%	Shares	Sole	2022-08-10
2022-03-31	$3,190,185	36,174	+191.2%	Shares	Sole	2022-05-16
2021-12-31	$1,130,153	12,422	-39.9%	Shares	Sole	2022-02-14
2021-09-30	$1,688,671	20,654	+13.7%	Shares	Sole	2021-11-15
2021-06-30	$1,457,399	18,163	-28.9%	Shares	Sole	2021-08-10
2021-03-31	$2,211,941	25,545	+37.9%	Shares	Sole	2021-05-13
2020-12-31	$1,602,424	18,523	+36.0%	Shares	Sole	2021-02-10
2020-09-30	$1,138,034	13,621	+29.0%	Shares	Sole	2020-10-27
2020-06-30	$879,414	10,561	-24.8%	Shares	Sole	2020-08-12
2020-03-31	$1,098,459	14,045	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.