Modern Wealth Management, LLC

Position in ES — Eversource Energy

CIK 2001900 KANSAS CITY, MO

Position in ES

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$951,939

+$170,809 QoQ

Shares Held

13,172

+16.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#447

of 1,109 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. ES ranks #10 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	273,000	$23,961,208
2	SO	Southern Co	33,350	$3,191,926
3	DTE	Dte Energy Co	15,030	$2,290,120
4	DUK	Duke Energy CORP	16,984	$2,149,831
5	XEL	Xcel Energy Inc	20,279	$1,628,402
6	EXC	Exelon Corp	28,172	$1,313,377
7	FE	Firstenergy Corp	23,774	$1,130,215
8	WEC	Wec Energy Group, Inc.	9,104	$1,063,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$951,939	13,172	+16.8%	Shares	Other	2026-08-14
2026-03-31	$781,130	11,275	+3.7%	Shares	Other	2026-05-14
2025-12-31	$731,943	10,871	+0.8%	Shares	Other	2026-02-17
2025-09-30	$767,457	10,788	+0.7%	Shares	Other	2025-11-12
2025-06-30	$681,369	10,710	+3.5%	Shares	Other	2025-11-12
2025-03-31	$642,961	10,352	+0.8%	Shares	Other	2025-06-02
2024-12-31	$589,747	10,269	+6.9%	Shares	Other	2025-05-30
2024-09-30	$653,755	9,607	+0.8%	Shares	Other	2025-05-30
2024-06-30	$540,389	9,529	+1.4%	Shares	Other	2025-05-29
2024-03-31	$561,538	9,395	+0.2%	Shares	Other	2025-05-29
2023-12-31	$578,810	9,378	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.