Live Oak Private Wealth LLC

Position in ES — Eversource Energy

CIK 1799877 WILMINGTON, NC

Position in ES

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$669,581

+$27,702 QoQ

Shares Held

9,265

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#522

of 1,109 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $4,315,056 across 4 Utilities - Regulated Electric names. ES ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	23,270	$2,945,516
2	ES	Eversource Energy This page	9,265	$669,581
3	SO	Southern Co	4,029	$385,615
4	WEC	Wec Energy Group, Inc.	2,692	$314,344

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,581	9,265	0.0%	Shares	Sole	2026-07-20
2026-03-31	$641,879	9,265	+1.3%	Shares	Sole	2026-04-20
2025-12-31	$615,934	9,148	0.0%	Shares	Sole	2026-01-23
2025-09-30	$650,788	9,148	0.0%	Shares	Sole	2025-10-17
2025-06-30	$581,995	9,148	-0.9%	Shares	Sole	2025-08-04
2025-03-31	$573,275	9,230	0.0%	Shares	Sole	2025-04-22
2024-12-31	$530,078	9,230	+0.9%	Shares	Sole	2025-01-28
2024-09-30	$622,521	9,148	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.