Turning Point Benefit Group, Inc.

Position in ES — Eversource Energy

CIK 2008513 FREDERICK, MD

Position in ES

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$446,484

+$76,529 QoQ

Shares Held

6,178

+15.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#610

of 1,109 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Turning Point Benefit Group, Inc. holds $3,442,793 across 5 Utilities - Regulated Electric names. ES ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	9,682	$1,130,567
2	EVRG	Evergy, Inc.	12,961	$1,120,219
3	SO	Southern Co	4,786	$458,068
4	ES	Eversource Energy This page	6,178	$446,484
5	PPL	PPL Corp	7,908	$287,455

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,484	6,178	+15.7%	Shares	Sole	2026-07-23
2026-03-31	$369,955	5,340	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$355,164	5,275	+8.7%	Shares	Sole	2026-01-30
2025-09-30	$345,313	4,854	+10.1%	Shares	Sole	2025-11-17
2025-06-30	$280,373	4,407	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.