Trueblood Wealth Management, LLC

Position in ES — Eversource Energy

CIK 2005380 LIMA, OH

Position in ES

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$286,911

+$9,445 QoQ

Shares Held

3,970

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#731

of 1,109 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $5,232,588 across 8 Utilities - Regulated Electric names. ES ranks #8 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	9,620	$1,123,327
2	NEE	Nextera Energy Inc	11,129	$976,792
3	AEP	American Electric Power Co Inc	6,228	$852,052
4	SO	Southern Co	8,597	$822,818
5	DUK	Duke Energy CORP	3,813	$482,649
6	ETR	Entergy Corp /De/	3,112	$357,444
7	XEL	Xcel Energy Inc	4,117	$330,595
8	ES	Eversource Energy This page	3,970	$286,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,911	3,970	-0.9%	Shares	Sole	2026-07-27
2026-03-31	$277,466	4,005	-1.4%	Shares	Sole	2026-04-21
2025-12-31	$273,359	4,060	-9.1%	Shares	Sole	2026-01-21
2025-09-30	$317,711	4,466	-2.2%	Shares	Sole	2025-10-24
2025-06-30	$290,425	4,565	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$283,345	4,562	+1.5%	Shares	Sole	2025-04-15
2024-12-31	$258,205	4,496	+0.1%	Shares	Sole	2025-01-16
2024-09-30	$305,748	4,493	+0.0%	Shares	Sole	2024-10-23
2024-06-30	$254,684	4,491	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$268,187	4,487	-8.7%	Shares	Sole	2024-04-26
2023-12-31	$303,415	4,916	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.