Stonebridge Financial Group, LLC

Position in ES — Eversource Energy

CIK 2009367 Wormleysburg, PA

Position in ES

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,049,866

+$172,794 QoQ

Shares Held

28,364

+4.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#335

of 1,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stonebridge Financial Group, LLC holds $15,511,854 across 5 Utilities - Regulated Electric names. ES ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	72,986	$6,405,981
2	SO	Southern Co	38,848	$3,718,142
3	WEC	Wec Energy Group, Inc.	21,710	$2,535,076
4	ES	Eversource Energy This page	28,364	$2,049,866
5	PPL	PPL Corp	22,085	$802,789

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,049,866	28,364	+4.7%	Shares	Sole	2026-07-06
2026-03-31	$1,877,072	27,094	+3.9%	Shares	Sole	2026-04-08
2025-12-31	$1,755,225	26,069	+3.5%	Shares	Sole	2026-01-21
2025-09-30	$1,792,443	25,196	+0.9%	Shares	Sole	2025-10-20
2025-06-30	$1,588,018	24,961	+2.2%	Shares	Sole	2025-07-24
2025-03-31	$1,517,036	24,425	+15.4%	Shares	Sole	2025-04-25
2024-12-31	$1,215,678	21,168	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.