Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$307,581
+$14,458 QoQ
Shares Held
4,256
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#705
of 1,109 holders
Holding Since
Dec 2022
15 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, 2026Beaumont Financial Advisors, LLC holds $13,672,768 across 6 Utilities - Regulated Electric names. ES ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
58,993 | $8,070,832 | |
| 2 | NEE |
Nextera Energy Inc
|
45,541 | $3,997,133 | |
| 3 | SO |
Southern Co
|
8,647 | $827,604 | |
| 4 | ES |
Eversource Energy
This page
|
4,256 | $307,581 | |
| 5 | DUK |
Duke Energy CORP
|
2,043 | $258,602 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,600 | $211,016 |
All Filings in ES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,581 | 4,256 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $293,123 | 4,231 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $287,162 | 4,265 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $388,922 | 5,467 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $348,128 | 5,472 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $288,128 | 4,639 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $266,417 | 4,639 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $340,658 | 5,006 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $282,585 | 4,983 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $290,840 | 4,866 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $310,821 | 5,036 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $294,180 | 5,059 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $356,514 | 5,027 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $397,091 | 5,074 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $456,005 | 5,439 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||