CFS Investment Advisory Services, LLC

Position in ES — Eversource Energy

CIK 1845688 TOTOWA, NJ

Position in ES

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

Position Value

$227,433

+$12,596 QoQ

Shares Held

3,147

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#801

of 1,109 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. ES ranks #13 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	34,473	$3,025,695
2	DUK	Duke Energy CORP	10,565	$1,337,317
3	SO	Southern Co	13,138	$1,257,437
4	AEP	American Electric Power Co Inc	8,312	$1,137,164
5	PEG	Public Service Enterprise Group Inc	13,563	$1,100,773
6	ETR	Entergy Corp /De/	4,947	$568,212
7	XEL	Xcel Energy Inc	5,375	$431,612
8	ED	Consolidated Edison Inc	3,617	$400,148

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,433	3,147	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$214,837	3,101	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$207,645	3,084	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$219,964	3,092	-31.3%	Shares	Sole	2025-10-31
2025-03-31	$279,681	4,503	-8.3%	Shares	Sole	2025-05-12
2024-12-31	$282,038	4,911	-31.5%	Shares	Sole	2025-01-21
2024-09-30	$487,850	7,169	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$405,703	7,154	+31.7%	Shares	Sole	2024-08-13
2024-03-31	$324,730	5,433	-15.5%	Shares	Sole	2024-05-15
2023-12-31	$396,736	6,428	-91.6%	Shares	Sole	2024-02-13
2022-09-30	$1,000	76,479	+79.2%	Shares	Sole	2022-10-31
2022-03-31	$3,764,301	42,684	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.