KEYNOTE FINANCIAL SERVICES LLC

Position in ES — Eversource Energy

CIK 2026127 VERNON, CT

Position in ES

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$538,700

+$4,275 QoQ

Shares Held

7,454

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#572

of 1,109 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

KEYNOTE FINANCIAL SERVICES LLC holds $3,856,196 across 6 Utilities - Regulated Electric names. ES ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,054	$1,146,055
2	ED	Consolidated Edison Inc	7,896	$873,534
3	NEE	Nextera Energy Inc	7,906	$693,909
4	ES	Eversource Energy This page	7,454	$538,700
5	SO	Southern Co	4,138	$396,047
6	AEP	American Electric Power Co Inc	1,520	$207,951

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,700	7,454	-3.4%	Shares	Sole	2026-08-03
2026-03-31	$534,425	7,714	-0.8%	Shares	Sole	2026-05-13
2025-12-31	$523,423	7,774	-5.3%	Shares	Sole	2026-02-13
2025-09-30	$583,988	8,209	-3.0%	Shares	Sole	2025-10-31
2025-06-30	$538,161	8,459	+12.4%	Shares	Sole	2025-08-07
2025-03-31	$467,439	7,526	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.