Ellsworth Advisors, LLC

Position in ES — Eversource Energy

CIK 1843553 HUDSON, OH

Position in ES

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,854,303

+$338,665 QoQ

Shares Held

25,658

+17.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#351

of 1,109 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellsworth Advisors, LLC holds $24,217,268 across 4 Utilities - Regulated Electric names. ES ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	61,042	$8,351,156
2	DUK	Duke Energy CORP	58,018	$7,343,918
3	ED	Consolidated Edison Inc	60,272	$6,667,891
4	ES	Eversource Energy This page	25,658	$1,854,303

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,303	25,658	+17.3%	Shares	Sole	2026-07-16
2026-03-31	$1,515,638	21,877	+10.8%	Shares	Sole	2026-04-16
2025-12-31	$1,329,834	19,751	+15.7%	Shares	Sole	2026-01-16
2025-09-30	$1,214,715	17,075	+10.8%	Shares	Sole	2025-10-16
2025-06-30	$980,638	15,414	+12.3%	Shares	Sole	2025-07-23
2025-03-31	$852,211	13,721	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.