Position in ES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$228,445
+$9,451 QoQ
Shares Held
3,161
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#799
of 1,109 holders
Holding Since
Dec 2025
3 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, 2026Milestone Asset Management Group, LLC holds $228,445 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
|
3,161 | $228,445 |
All Filings in ES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,445 | 3,161 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $218,994 | 3,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,830 | 3,161 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||