SC&H Financial Advisors, Inc.

Position in ES — Eversource Energy

CIK 1907898 HUNT VALLEY, MD

Position in ES

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$308,014

-$4,854 QoQ

Shares Held

4,262

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#704

of 1,109 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SC&H Financial Advisors, Inc. holds $1,227,677 across 3 Utilities - Regulated Electric names. ES ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,440	$470,626
2	XEL	Xcel Energy Inc	5,592	$449,037
3	ES	Eversource Energy This page	4,262	$308,014

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,014	4,262	-5.6%	Shares	Sole	2026-08-04
2026-03-31	$312,868	4,516	+0.0%	Shares	Sole	2026-04-23
2025-12-31	$303,994	4,515	+0.0%	Shares	Sole	2026-01-21
2025-09-30	$321,054	4,513	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$287,053	4,512	+0.0%	Shares	Sole	2025-07-17
2025-03-31	$280,178	4,511	-18.2%	Shares	Sole	2025-04-23
2024-12-31	$316,783	5,516	-15.4%	Shares	Sole	2025-01-28
2024-09-30	$443,617	6,519	-3.7%	Shares	Sole	2024-10-25
2024-06-30	$383,869	6,769	-23.3%	Shares	Sole	2024-08-02
2024-03-31	$527,350	8,823	0.0%	Shares	Sole	2024-05-02
2023-12-31	$544,555	8,823	-30.2%	Shares	Sole	2024-02-01
2023-09-30	$735,481	12,648	0.0%	Shares	Sole	2023-10-30
2023-06-30	$896,996	12,648	-3.5%	Shares	Sole	2023-08-07
2023-03-31	$1,025,675	13,106	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,098,807	13,106	-3.0%	Shares	Sole	2023-02-10
2022-09-30	$1,053,395	13,512	-7.7%	Shares	Sole	2022-11-09
2022-06-30	$1,237,147	14,646	+13.2%	Shares	Sole	2022-08-10
2022-03-31	$1,140,914	12,937	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,176,462	12,931	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.