Finer Wealth Management, Inc.

Position in ES — Eversource Energy

CIK 1929071 SALEM, MA

Position in ES

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$664,161

+$51,865 QoQ

Shares Held

9,190

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#524

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

Finer Wealth Management, Inc. holds $3,041,636 across 5 Utilities - Regulated Electric names. ES ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	10,942	$878,642
2	CMS	Cms Energy Corp	9,000	$688,500
3	ES	Eversource Energy This page	9,190	$664,161
4	CNP	Centerpoint Energy Inc	11,050	$486,642
5	SO	Southern Co	3,382	$323,691

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,161	9,190	+4.0%	Shares	Sole	2026-08-03
2026-03-31	$612,296	8,838	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$585,030	8,689	0.0%	Shares	Sole	2026-01-21
2025-09-30	$618,135	8,689	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$554,257	8,712	0.0%	Shares	Sole	2025-08-13
2025-03-31	$541,102	8,712	0.0%	Shares	Sole	2025-05-13
2024-12-31	$500,330	8,712	0.0%	Shares	Sole	2025-02-13
2024-09-30	$592,851	8,712	0.0%	Shares	Sole	2024-11-14
2024-06-30	$494,057	8,712	-15.7%	Shares	Sole	2024-08-13
2024-03-31	$617,424	10,330	0.0%	Shares	Sole	2024-04-26
2023-12-31	$637,567	10,330	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$603,422	10,377	+2.0%	Shares	Sole	2023-11-14
2023-06-30	$721,611	10,175	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$776,730	9,925	+0.5%	Shares	Sole	2023-05-09
2022-12-31	$828,087	9,877	0.0%	Shares	Sole	2023-02-13
2022-09-30	$770,010	9,877	0.0%	Shares	Sole	2022-11-14
2022-06-30	$834,310	9,877	-27.5%	Shares	Sole	2022-08-10
2022-03-31	$1,201,324	13,622	-7.7%	Shares	Sole	2022-06-06
2021-12-31	$1,343,410	14,766	—	Shares	Sole	2022-06-01
No filing history on record for this holder in this stock.