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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

ES holding history

Eversource Energy in every 13F filed by Crestwood Advisors Group 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)
7,608
Value
$549.8K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of ES by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,608$549.8K<0.1%+907+13.5%AddedHolders
Q1 20266,701$464.2K<0.1%+1,536+29.7%AddedHolders
Q4 20255,165$347.8K<0.1%+5,165NewHolders
Q3 20250$00.0%−3,510−100.0%Sold outHolders
Q2 20253,510$223.3K<0.1%−3,393−49.2%ReducedHolders
Q1 20256,903$428.7K<0.1%−71−1.0%ReducedHolders
Q4 20246,974$400.5K<0.1%+3,634+108.8%AddedHolders
Q3 20243,340$227.3K<0.1%+3,340NewHolders
Q2 20240$00.0%−3,936−100.0%Sold outHolders
Q1 20243,936$235.3K<0.1%+563+16.7%AddedHolders
Q4 20233,373$208.2K<0.1%+3,373NewHolders
Q1 20230$00.0%−7,857−100.0%Sold outHolders
Q4 20227,857$658.7K<0.1%−98−1.2%ReducedHolders
Q3 20227,955$620.0K<0.1%−120−1.5%ReducedHolders
Q2 20228,075$682.0K<0.1%−85−1.0%ReducedHolders
Q1 20228,160$720.0K<0.1%−45−0.5%ReducedHolders
Q4 20218,205$746.0K<0.1%00.0%UnchangedHolders
Q3 20218,205$671.0K<0.1%−100−1.2%ReducedHolders
Q2 20218,305$666.0K<0.1%−8−0.1%ReducedHolders
Q1 20218,313$720.0K<0.1%––Holders

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