SageView Advisory Group, LLC

Position in ES — Eversource Energy

CIK 1914558 NEWPORT BEACH, CA

Position in ES

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

Position Value

$275,565

-$36,679 QoQ

Shares Held

3,813

-15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#746

of 1,109 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. ES ranks #12 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	30,425	$2,077,723
2	NEE	Nextera Energy Inc	14,853	$1,303,647
3	DUK	Duke Energy CORP	5,562	$704,037
4	AEP	American Electric Power Co Inc	4,388	$600,322
5	EXC	Exelon Corp	12,168	$567,272
6	EIX	Edison International	6,461	$481,021
7	XEL	Xcel Energy Inc	5,852	$469,915
8	SO	Southern Co	4,814	$460,747

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,565	3,813	-15.4%	Shares	Sole	2026-08-10
2026-03-31	$312,244	4,507	+0.2%	Shares	Sole	2026-08-10
2025-12-31	$302,715	4,496	-2.1%	Shares	Sole	2026-02-17
2025-09-30	$326,603	4,591	-3.1%	Shares	Sole	2025-11-13
2025-06-30	$301,367	4,737	+23.3%	Shares	Sole	2025-08-13
2025-03-31	$238,626	3,842	-4.2%	Shares	Sole	2025-05-19
2024-12-31	$230,409	4,012	-6.6%	Shares	Sole	2025-02-13
2024-09-30	$292,206	4,294	-7.9%	Shares	Sole	2024-11-14
2024-06-30	$264,495	4,664	-38.0%	Shares	Sole	2024-08-15
2024-03-31	$449,829	7,526	-19.0%	Shares	Sole	2024-05-09
2023-12-31	$573,563	9,293	+9.4%	Shares	Sole	2024-03-06
2023-09-30	$493,809	8,492	-22.1%	Shares	Sole	2023-11-03
2023-06-30	$772,957	10,899	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$853,973	10,912	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.