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WestEnd Advisors, LLC

SEC CIK
0001351731
Latest filing
Jul 22, 2026

ES holding history

Eversource Energy in every 13F filed by WestEnd Advisors, 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)
18
Value
$1.30K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2022
Holdings of ES by WestEnd Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618$1.30K<0.1%+3+20.0%AddedHolders
Q1 202615$1.04K<0.1%00.0%UnchangedHolders
Q4 202515$1.01K<0.1%−2−11.8%ReducedHolders
Q3 202517$1.21K<0.1%+17NewHolders
Q4 20240$00.0%−5−100.0%Sold outHolders
Q3 20245$340<0.1%00.0%UnchangedHolders
Q2 20245$284<0.1%00.0%UnchangedHolders
Q1 20245$299<0.1%00.0%UnchangedHolders
Q4 20235$309<0.1%−4−44.4%ReducedHolders
Q3 20239$523<0.1%+9NewHolders
Q2 20230$00.0%–Sold outHolders
Q1 2023–$626<0.1%––Holders
Q4 20228$671<0.1%+3+60.0%AddedHolders
Q3 20225$00.0%+1+25.0%AddedHolders
Q2 20224$337<0.1%+4NewHolders