ROTHSCHILD INVESTMENT LLC

Position in ES — Eversource Energy

CIK 85338 CHICAGO, IL

Position in ES

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,829,659

+$2,400,054 QoQ

Shares Held

39,154

+531.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#287

of 1,106 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. ES ranks #8 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc.	26,427	$3,085,880
8	ES	Eversource Energy This page	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,829,659	39,154	+531.4%	Shares	Sole	2026-08-06
2026-03-31	$429,605	6,201	+74.3%	Shares	Sole	2026-05-07
2025-12-31	$239,492	3,557	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$260,443	3,661	+115.6%	Shares	Sole	2025-11-07
2025-06-30	$108,026	1,698	+49.1%	Shares	Sole	2025-08-11
2025-03-31	$70,743	1,139	+3.7%	Shares	Sole	2025-04-08
2024-12-31	$63,058	1,098	-9.2%	Shares	Sole	2025-02-04
2024-09-30	$82,272	1,209	-6.9%	Shares	Sole	2024-10-18
2024-06-30	$73,666	1,299	+7.0%	Shares	Sole	2024-07-31
2024-03-31	$72,560	1,214	+2.5%	Shares	Sole	2024-07-31
2023-12-31	$73,076	1,184	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.