Bleakley Financial Group, LLC

Position in ES — Eversource Energy

CIK 1936953 PARSIPPANY, NJ

Position in ES

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,700,368

+$1,941,822 QoQ

Shares Held

37,365

+241.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#296

of 1,109 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. ES ranks #9 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	66,546	$5,400,873
2	NEE	Nextera Energy Inc	53,621	$4,706,315
3	DUK	Duke Energy CORP	32,329	$4,092,204
4	AEP	American Electric Power Co Inc	28,496	$3,898,537
5	SO	Southern Co	35,377	$3,385,932
6	PCG	PG&E Corp	188,624	$3,172,655
7	ED	Consolidated Edison Inc	26,487	$2,930,256
8	D	Dominion Energy, Inc	41,434	$2,829,527

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,700,368	37,365	+241.3%	Shares	Sole	2026-08-05
2026-03-31	$758,546	10,949	+131.3%	Shares	Sole	2026-05-04
2024-12-31	$271,873	4,734	-2.0%	Shares	Sole	2025-01-27
2024-09-30	$328,817	4,832	-7.1%	Shares	Sole	2024-10-16
2024-06-30	$294,948	5,201	-11.5%	Shares	Sole	2024-08-12
2024-03-31	$351,148	5,875	-11.7%	Shares	Sole	2024-05-08
2023-12-31	$410,499	6,651	+7.1%	Shares	Sole	2024-01-25
2023-09-30	$360,995	6,208	-34.8%	Shares	Sole	2023-11-14
2023-06-30	$675,583	9,526	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$759,200	9,701	+6.3%	Shares	Sole	2023-05-12
2022-12-31	$764,956	9,124	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.