Systematic Alpha Investments, LLC

Position in ES — Eversource Energy

CIK 1806755 PRINCETON, NJ

Position in ES

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$16,344,005

+$676,195 QoQ

Shares Held

226,152

0.0% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#135

of 1,109 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Systematic Alpha Investments, LLC holds $58,651,081 across 5 Utilities - Regulated Electric names. ES ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	217,000	$29,687,770
2	ES	Eversource Energy This page	226,152	$16,344,005
3	EIX	Edison International	130,188	$9,692,496
4	SO	Southern Co	30,000	$2,871,300
5	CIG	Energy Co Of Minas Gerais	18,200	$55,510

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,344,005	226,152	0.0%	Shares	Sole	2026-08-13
2026-03-31	$15,667,810	226,152	0.0%	Shares	Sole	2026-05-18
2025-12-31	$15,226,814	226,152	0.0%	Shares	Sole	2026-02-12
2025-09-30	$16,088,453	226,152	0.0%	Shares	Sole	2025-11-12
2025-06-30	$14,387,790	226,152	0.0%	Shares	Sole	2025-08-14
2025-03-31	$14,046,300	226,152	0.0%	Shares	Sole	2025-05-16
2024-12-31	$12,987,909	226,152	0.0%	Shares	Sole	2025-02-13
2024-09-30	$15,389,643	226,152	0.0%	Shares	Sole	2024-11-13
2024-06-30	$12,825,079	226,152	0.0%	Shares	Sole	2024-08-12
2024-03-31	$13,517,105	226,152	0.0%	Shares	Sole	2024-05-13
2023-12-31	$13,958,101	226,152	0.0%	Shares	Sole	2024-02-13
2023-09-30	$13,150,738	226,152	0.0%	Shares	Sole	2023-11-13
2023-06-30	$16,038,699	226,152	0.0%	Shares	Sole	2023-08-08
2023-03-31	$17,698,655	226,152	0.0%	Shares	Sole	2023-05-15
2022-12-31	$18,960,583	226,152	0.0%	Shares	Sole	2023-02-07
2022-09-30	$17,630,809	226,152	0.0%	Shares	Sole	2022-11-09
2022-06-30	$19,103,059	226,152	0.0%	Shares	Sole	2022-08-18
2022-03-31	$19,944,344	226,152	0.0%	Shares	Sole	2022-05-10
2021-12-31	$20,575,308	226,152	0.0%	Shares	Sole	2022-02-15
2021-09-30	$18,490,187	226,152	0.0%	Shares	Sole	2021-11-10
2021-06-30	$18,146,436	226,152	+35.5%	Shares	Sole	2021-08-12
2021-03-31	$14,451,178	166,892	0.0%	Shares	Sole	2021-04-16
2020-12-31	$14,437,826	166,892	—	Shares	Sole	2021-04-16
No filing history on record for this holder in this stock.