Skip to main content

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

ES holding history

Eversource Energy in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ES overviewAll 13F holders of ESFull Q2 2026 holdings

Shares (Q2 2026)
248
Value
$17.9K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of ES by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026248$17.9K<0.1%+248NewHolders
Q3 20250$00.0%−15,507−100.0%Sold outHolders
Q2 202515,507$990.2K0.2%+396+2.6%AddedHolders
Q1 202515,111$941.7K0.2%+744+5.2%AddedHolders
Q4 202414,367$825.1K0.2%+2,009+16.3%AddedHolders
Q3 202412,358$841.0K0.2%+137+1.1%AddedHolders
Q2 202412,221$693.1K0.2%+465+4.0%AddedHolders
Q1 202411,756$702.7K0.2%+950+8.8%AddedHolders
Q4 202310,806$666.9K0.2%+1,606+17.5%AddedHolders
Q3 20239,200$535.0K0.2%+245+2.7%AddedHolders
Q2 20238,955$635.1K0.2%+135+1.5%AddedHolders
Q1 20238,820$690.3K0.2%−52−0.6%ReducedHolders
Q4 20228,872$743.8K0.3%+173+2.0%AddedHolders
Q3 20228,699$678.0K0.3%+325+3.9%AddedHolders
Q2 20228,374$707.0K0.2%+85+1.0%AddedHolders
Q1 20228,289$731.0K0.2%+8,289NewHolders
Q4 20210$00.0%−7,396−100.0%Sold outHolders
Q3 20217,396$605.0K0.1%+437+6.3%AddedHolders
Q2 20216,959$558.0K0.1%+220+3.3%AddedHolders
Q1 20216,739$584.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.