PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in ES — Eversource Energy

CIK 2145782 WALTHAM, MA

Position in ES

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$225,121

+$7,790 QoQ

Shares Held

3,115

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#805

of 1,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $879,149 across 6 Utilities - Regulated Electric names. ES ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,872	$515,385
2	ES	Eversource Energy This page	3,115	$225,121
3	EXC	Exelon Corp	1,176	$54,825
4	SO	Southern Co	345	$33,019
5	AEP	American Electric Power Co Inc	202	$27,635
6	DUK	Duke Energy CORP	183	$23,164

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,121	3,115	-0.7%	Shares	Sole	2026-08-07
2026-03-31	$217,331	3,137	+155.9%	Shares	Sole	2026-08-07
2025-12-31	$82,546	1,226	+0.1%	Shares	Sole	2026-08-07
2025-09-30	$87,146	1,225	+0.2%	Shares	Sole	2026-08-07
2025-06-30	$77,807	1,223	+0.1%	Shares	Sole	2026-08-07
2025-03-31	$75,898	1,222	+0.1%	Shares	Sole	2026-08-07
2024-12-31	$70,122	1,221	+980.5%	Shares	Sole	2026-08-07
2024-09-30	$7,689	113	+0.9%	Shares	Sole	2026-08-07
2024-06-30	$6,351	112	+2.8%	Shares	Sole	2026-08-07
2024-03-31	$6,514	109	0.0%	Shares	Sole	2026-08-07
2023-12-31	$6,727	109	+0.9%	Shares	Sole	2026-08-07
2023-09-30	$6,280	108	—	Shares	Sole	2026-08-07
2023-06-30	$7,608	0	-100.0%	Shares	Sole	2026-08-07
2023-03-31	$42,808	547	+0.2%	Shares	Sole	2026-08-07
2022-12-31	$45,776	546	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.