Root Financial Partners, LLC

Position in ES — Eversource Energy

CIK 1977181 ENCINITAS, CA

Position in ES

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$250,632

+$170,476 QoQ

Shares Held

3,468

+199.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#773

of 1,106 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,118,371 across 4 Utilities - Regulated Electric names. ES ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	22,429	$377,255
2	NEE	Nextera Energy Inc	2,879	$252,689
3	ES	Eversource Energy This page	3,468	$250,632
4	LNT	Alliant Energy Corp	3,117	$237,795

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,632	3,468	+199.7%	Shares	Sole	2026-07-29
2026-03-31	$80,156	1,157	+115.1%	Shares	Sole	2026-04-24
2025-12-31	$36,223	538	+49.9%	Shares	Sole	2026-02-10
2025-09-30	$25,539	359	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.