HB Wealth Management, LLC

Position in ES — Eversource Energy

CIK 1911253 Atlanta, GA

Position in ES

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,537,038

+$889,906 QoQ

Shares Held

35,105

+47.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#308

of 1,108 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. ES ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	210,104	$20,109,053
2	NEE	Nextera Energy Inc	224,772	$19,728,238
3	DUK	Duke Energy CORP	88,049	$11,145,242
4	AEP	American Electric Power Co Inc	44,065	$6,028,532
5	D	Dominion Energy, Inc	73,917	$5,047,791
6	ETR	Entergy Corp /De/	27,615	$3,171,858
7	CMS	Cms Energy Corp	33,781	$2,584,246
8	ES	Eversource Energy This page	35,105	$2,537,038

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,537,038	35,105	+47.7%	Shares	Sole	2026-07-29
2026-03-31	$1,647,132	23,775	+25.4%	Shares	Sole	2026-04-27
2025-12-31	$1,276,980	18,966	+6.5%	Shares	Sole	2026-01-28
2025-09-30	$1,266,363	17,801	+21.8%	Shares	Sole	2025-10-23
2025-06-30	$929,488	14,610	+17.7%	Shares	Sole	2025-07-17
2025-03-31	$771,157	12,416	+9.5%	Shares	Sole	2025-05-07
2024-12-31	$651,083	11,337	-14.3%	Shares	Sole	2025-01-15
2024-09-30	$900,369	13,231	+19.2%	Shares	Sole	2024-10-15
2024-06-30	$629,537	11,101	+7.2%	Shares	Sole	2024-07-26
2024-03-31	$618,918	10,355	+71.8%	Shares	Sole	2024-04-30
2023-12-31	$371,986	6,027	+38.7%	Shares	Sole	2024-01-16
2023-09-30	$252,661	4,345	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.