Optimize Financial Inc

Position in ES — Eversource Energy

CIK 2033266 LAGUNA HILLS, CA

Position in ES

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$201,881

-$66,277 QoQ

Shares Held

2,914

-30.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Optimize Financial Inc holds $1,061,288 across 5 Utilities - Regulated Electric names. ES ranks #5 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	3,022	$221,149
2	AEE	Ameren Corp	1,944	$213,684
3	PNW	Pinnacle West Capital Corp	2,117	$213,287
4	DTE	Dte Energy Co	1,445	$211,287
5	ES	Eversource Energy This page	2,914	$201,881

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$201,881	2,914	-30.9%	Shares	Sole	2026-05-12
2025-06-30	$268,158	4,215	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$263,656	4,245	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.