Position in ES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,841
New position
Shares Held
3,208
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#795
of 1,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Curated Wealth Partners LLC holds $728,970 across 2 Utilities - Regulated Electric names. ES ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,664 | $497,129 | |
| 2 | ES |
Eversource Energy
This page
|
3,208 | $231,841 |
All Filings in ES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,841 | 3,208 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||