NORTHCAPE WEALTH MANAGEMENT, LLC

Position in ES — Eversource Energy

CIK 1902806 WILLIAMSVILLE, NY

Position in ES

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,505,745

+$120,643 QoQ

Shares Held

34,672

+0.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#309

of 1,109 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $12,232,248 across 5 Utilities - Regulated Electric names. ES ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	35,082	$4,440,679
2	NEE	Nextera Energy Inc	50,399	$4,423,520
3	ES	Eversource Energy This page	34,672	$2,505,745
4	AEP	American Electric Power Co Inc	4,738	$648,205
5	ETR	Entergy Corp /De/	1,864	$214,099

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,505,745	34,672	+0.7%	Shares	Sole	2026-08-10
2026-03-31	$2,385,102	34,427	+2.1%	Shares	Sole	2026-05-01
2025-12-31	$2,269,222	33,703	+0.8%	Shares	Sole	2026-01-22
2025-09-30	$2,378,352	33,432	+3.4%	Shares	Sole	2025-11-04
2025-06-30	$2,057,661	32,343	+4.1%	Shares	Sole	2025-08-05
2025-03-31	$1,929,695	31,069	+1.4%	Shares	Sole	2025-04-25
2024-12-31	$1,758,793	30,625	+0.9%	Shares	Sole	2025-01-31
2024-09-30	$2,065,521	30,353	+1.3%	Shares	Sole	2024-11-06
2024-06-30	$1,698,521	29,951	+0.8%	Shares	Sole	2024-07-25
2024-03-31	$1,775,587	29,707	+16.4%	Shares	Sole	2024-04-30
2023-12-31	$1,575,094	25,520	-1.5%	Shares	Sole	2024-02-05
2023-09-30	$1,506,550	25,908	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$1,820,232	25,666	+0.7%	Shares	Sole	2023-08-07
2023-03-31	$1,993,751	25,476	+11.9%	Shares	Sole	2023-05-15
2022-12-31	$1,908,449	22,763	-13.3%	Shares	Sole	2023-02-07
2022-09-30	$2,045,982	26,244	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$2,220,800	26,291	-3.6%	Shares	Sole	2022-08-09
2022-03-31	$2,404,147	27,261	+4.3%	Shares	Sole	2022-04-18
2021-12-31	$2,378,854	26,147	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.