Charter Oak Capital Management, LLC

Position in ES — Eversource Energy

CIK 1810720 PORTSMOUTH, NH

Position in ES

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$240,886

+$6,780 QoQ

Shares Held

3,477

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Utilities · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $2,038,290 across 5 Utilities - Regulated Electric names. ES ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,404	$1,152,083
2	DUK	Duke Energy CORP	1,841	$241,060
3	ES	Eversource Energy This page	3,477	$240,886
4	DTE	Dte Energy Co	1,389	$203,099
5	D	Dominion Energy, Inc	3,254	$201,162

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$240,886	3,477	0.0%	Shares	Sole	2026-04-24
2025-12-31	$234,106	3,477	+67.6%	Shares	Sole	2026-01-23
2022-06-30	$175,190	2,074	+9.4%	Shares	Sole	2022-07-21
2022-03-31	$167,120	1,895	-9.5%	Shares	Sole	2022-05-05
2021-12-31	$190,421	2,093	-10.0%	Shares	Sole	2022-02-09
2021-09-30	$190,173	2,326	-3.4%	Shares	Sole	2021-11-08
2021-06-30	$193,217	2,408	+0.1%	Shares	Sole	2021-07-29
2021-03-31	$208,248	2,405	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$207,883	2,403	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.