FIDUCIARY FINANCIAL GROUP, LLC

Position in ES — Eversource Energy

CIK 1925420 SAN RAFAEL, CA

Position in ES

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

Position Value

$438,534

+$32,207 QoQ

Shares Held

6,068

+3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#616

of 1,109 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $1,946,936 across 5 Utilities - Regulated Electric names. ES ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,428	$468,984
2	ES	Eversource Energy This page	6,068	$438,534
3	DUK	Duke Energy CORP	3,427	$433,789
4	ED	Consolidated Edison Inc	3,476	$384,549
5	PPL	PPL Corp	6,082	$221,080

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$438,534	6,068	+3.5%	Shares	Sole	2026-07-10
2026-03-31	$406,327	5,865	-0.7%	Shares	Sole	2026-04-13
2025-12-31	$397,516	5,904	+2.1%	Shares	Sole	2026-01-12
2025-09-30	$411,544	5,785	+12.8%	Shares	Sole	2025-10-10
2025-06-30	$326,370	5,130	+13.4%	Shares	Sole	2025-07-03
2025-03-31	$281,047	4,525	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.