Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$286,333
+$41,082 QoQ
Shares Held
3,962
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#732
of 1,109 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cadence Wealth Management LLC holds $286,333 across 1 Utilities - Regulated Electric name. ES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
3,962 | $286,333 |
All Filings in ES
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,333 | 3,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $245,251 | 3,540 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $237,136 | 3,522 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $250,483 | 3,521 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $224,006 | 3,521 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $218,689 | 3,521 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $202,211 | 3,521 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $239,604 | 3,521 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $210,450 | 3,521 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $217,316 | 3,521 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $232,600 | 4,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $215,738 | 3,042 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $238,066 | 3,042 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $255,041 | 3,042 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $237,154 | 3,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,957 | 3,042 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $268,273 | 3,042 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $276,761 | 3,042 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $248,713 | 3,042 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $244,090 | 3,042 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $263,406 | 3,042 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||