Catherine Avery Investment Management LLC

Position in ES — Eversource Energy

CIK 2103454 LONGBOAT KEY, FL

Position in ES

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,709,546

-$100,854 QoQ

Shares Held

51,329

-6.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#259

of 1,109 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Catherine Avery Investment Management LLC holds $11,002,687 across 3 Utilities - Regulated Electric names. ES ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	69,471	$6,097,469
2	ES	Eversource Energy This page	51,329	$3,709,546
3	EVRG	Evergy, Inc.	13,834	$1,195,672

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,709,546	51,329	-6.7%	Shares	Sole	2026-07-27
2026-03-31	$3,810,400	55,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.