Atlantic Union Bankshares Corp

Position in ES — Eversource Energy

CIK 883948 GLEN ALLEN, VA

Position in ES

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$269,927

+$10,891 QoQ

Shares Held

3,735

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#752

of 1,109 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Utilities · as of Jun 30, 2026

Atlantic Union Bankshares Corp holds $38,201,546 across 25 Utilities - Regulated Electric names. ES ranks #11 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	232,255	$20,385,020
2	DUK	Duke Energy CORP	39,598	$5,012,313
3	D	Dominion Energy, Inc	70,789	$4,834,179
4	SO	Southern Co	25,201	$2,411,986
5	AEP	American Electric Power Co Inc	11,644	$1,593,014
6	EVRG	Evergy, Inc.	11,472	$991,524
7	XEL	Xcel Energy Inc	6,495	$521,548
8	ED	Consolidated Edison Inc	4,081	$451,480

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,927	3,735	-0.1%	Shares	Defined	2026-08-11
2026-03-31	$259,036	3,739	-1.3%	Shares	Defined	2026-05-12
2025-12-31	$255,044	3,788	-4.4%	Shares	Defined	2026-02-04
2025-09-30	$281,927	3,963	+28.2%	Shares	Defined	2025-11-04
2025-06-30	$196,649	3,091	+26.8%	Shares	Sole	2025-08-06
2022-06-30	$205,937	2,438	0.0%	Shares	Other	2022-07-21
2022-03-31	$215,006	2,438	-6.4%	Shares	Other	2022-04-26
2021-09-30	$213,066	2,606	-1.9%	Shares	Other	2021-10-26
2021-06-30	$213,116	2,656	-1.8%	Shares	Other	2021-07-26
2021-03-31	$234,311	2,706	0.0%	Shares	Other	2021-05-04
2020-12-31	$234,095	2,706	0.0%	Shares	Sole	2021-02-01
2020-09-30	$226,086	2,706	-5.3%	Shares	Sole	2020-10-16
2020-06-30	$237,985	2,858	0.0%	Shares	Sole	2020-07-15
2020-03-31	$223,523	2,858	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.