Finivi Inc.

Position in ES — Eversource Energy

CIK 2101641 WESTBOROUGH, MA

Position in ES

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$971,091

+$39,414 QoQ

Shares Held

13,437

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#444

of 1,106 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Finivi Inc. holds $4,964,358 across 4 Utilities - Regulated Electric names. ES ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	33,603	$2,949,335
2	ES	Eversource Energy This page	13,437	$971,091
3	DUK	Duke Energy CORP	6,121	$774,796
4	EIX	Edison International	3,615	$269,136

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,091	13,437	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$931,677	13,448	+46.1%	Shares	Sole	2026-04-10
2025-12-31	$619,772	9,205	-31.3%	Shares	Sole	2026-01-27
2025-09-30	$953,418	13,402	-32.2%	Shares	Sole	2025-12-19
2025-06-30	$1,258,276	19,778	-19.9%	Shares	Sole	2025-12-19
2025-03-31	$1,533,682	24,693	-0.2%	Shares	Sole	2025-12-19
2024-12-31	$1,421,335	24,749	+161.7%	Shares	Sole	2025-12-19
2024-09-30	$643,548	9,457	+0.1%	Shares	Sole	2025-12-19
2024-06-30	$535,966	9,451	+0.1%	Shares	Sole	2025-12-19
2024-03-31	$564,169	9,439	+21.0%	Shares	Sole	2025-12-19
2023-12-31	$481,601	7,803	+0.4%	Shares	Sole	2025-12-19
2021-12-31	$707,096	7,772	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.