PATRICK M SWEENEY & ASSOCIATES, INC

Position in ES — Eversource Energy

CIK 2010453 LIBERTYVILLE, IL

Position in ES

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$355,207

+$32,155 QoQ

Shares Held

4,915

+5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#671

of 1,109 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATRICK M SWEENEY & ASSOCIATES, INC holds $2,067,049 across 6 Utilities - Regulated Electric names. ES ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,098	$447,451
2	WEC	Wec Energy Group, Inc.	3,371	$393,631
3	XEL	Xcel Energy Inc	4,450	$357,335
4	ES	Eversource Energy This page	4,915	$355,207
5	DUK	Duke Energy CORP	2,156	$272,906
6	SO	Southern Co	2,513	$240,519

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,207	4,915	+5.4%	Shares	Sole	2026-08-10
2026-03-31	$323,052	4,663	+1.7%	Shares	Sole	2026-05-07
2025-12-31	$308,708	4,585	+7.6%	Shares	Sole	2026-02-04
2025-09-30	$303,269	4,263	+4.8%	Shares	Sole	2025-11-12
2025-06-30	$258,678	4,066	+5.5%	Shares	Sole	2025-08-13
2025-03-31	$239,371	3,854	+21.4%	Shares	Sole	2025-04-14
2024-09-30	$215,990	3,174	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.