Baron Wealth Management LLC

Position in ES — Eversource Energy

CIK 1968507 TROY, MI

Position in ES

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$301,582

+$91,526 QoQ

Shares Held

4,173

+37.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#711

of 1,109 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,775,799 across 5 Utilities - Regulated Electric names. ES ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,507	$443,916
2	NEE	Nextera Energy Inc	4,781	$419,628
3	ETR	Entergy Corp /De/	3,056	$351,012
4	ES	Eversource Energy This page	4,173	$301,582
5	SO	Southern Co	2,713	$259,661

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,582	4,173	+37.6%	Shares	Sole	2026-07-07
2026-03-31	$210,056	3,032	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.