Novak & Powell Financial Services, Inc.

Position in ES — Eversource Energy

CIK 2011548 ST. PETERSBURG, FL

Position in ES

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$205,824

+$3,218 QoQ

Shares Held

2,848

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#829

of 1,106 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Novak & Powell Financial Services, Inc. holds $2,770,025 across 6 Utilities - Regulated Electric names. ES ranks #6 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	7,220	$624,024
2	DUK	Duke Energy CORP	4,583	$580,116
3	SO	Southern Co	5,925	$567,081
4	NEE	Nextera Energy Inc	5,658	$496,602
5	D	Dominion Energy, Inc	4,340	$296,378
6	ES	Eversource Energy This page	2,848	$205,824

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,824	2,848	0.0%	Shares	Sole	2026-08-11
2025-09-30	$202,606	2,848	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.