Ethic Inc.

Position in ES — Eversource Energy

CIK 1780570 NEW YORK, NY

Position in ES

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$9,573,317

-$201,952 QoQ

Shares Held

132,466

-6.1% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#165

of 1,116 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

Ethic Inc. holds $124,308,016 across 30 Utilities - Regulated Electric names. ES ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	387,468	$18,063,758
2	ED	Consolidated Edison Inc	162,939	$18,025,941
3	EIX	Edison International	137,989	$10,273,281
4	PEG	Public Service Enterprise Group Inc	123,610	$10,032,187
5	ES	Eversource Energy This page	132,466	$9,573,317
6	AEE	Ameren Corp	44,383	$5,017,054
7	EVRG	Evergy, Inc.	55,341	$4,783,122
8	NEE	Nextera Energy Inc	47,807	$4,196,020

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,573,317	132,466	-6.1%	Shares	Sole	2026-07-29
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.