Position in ES
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$939,582
-$147,282 QoQ
Shares Held
13,001
-17.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
7.99%
of 13F equity value
Holder Rank
#452
of 1,109 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREAT OAK CAPITAL PARTNERS, LLC holds $939,582 across 1 Utilities - Regulated Electric name. ES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
13,001 | $939,582 |
All Filings in ES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,582 | 13,001 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,086,864 | 15,688 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,057,686 | 15,709 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,198,922 | 16,853 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,351,670 | 21,246 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,077,608 | 17,350 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $996,410 | 17,350 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,177,945 | 17,310 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $979,778 | 17,277 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,047,388 | 16,970 | Shares | Sole | 2024-02-26 | |
| No filing history on record for this holder in this stock. | ||||||