Old North State Wealth Management, LLC
Position in ES — Eversource Energy
CIK 2041262
Wilmington, NC
Position in ES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$534,725
+$74,845 QoQ
Shares Held
7,399
+11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#574
of 1,109 holders
Holding Since
Jun 2024
9 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, 2026Old North State Wealth Management, LLC holds $5,138,666 across 4 Utilities - Regulated Electric names. ES ranks #2 (10.4% of the industry book) .
All Filings in ES
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,725 | 7,399 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $459,880 | 6,638 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $431,719 | 6,412 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $489,087 | 6,875 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $450,175 | 7,076 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $423,155 | 6,813 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $290,136 | 5,052 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $294,520 | 4,328 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $213,853 | 3,771 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||