Position in ES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$686,709
+$28,619 QoQ
Shares Held
9,502
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#516
of 1,109 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BetterWealth, LLC holds $917,664 across 2 Utilities - Regulated Electric names. ES ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
9,502 | $686,709 | |
| 2 | PCG |
PG&E Corp
|
13,731 | $230,955 |
All Filings in ES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,709 | 9,502 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $658,090 | 9,499 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,043,547 | 15,499 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,350,735 | 18,987 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||