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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ES holding history

Eversource Energy in every 13F filed by Avidian Wealth Solutions, 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)
6,690
Value
$483.5K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of ES by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,690$483.5K<0.1%+146+2.2%AddedHolders
Q1 20266,544$453.3K<0.1%−189−2.8%ReducedHolders
Q4 20256,733$453.3K<0.1%+135+2.0%AddedHolders
Q3 20256,598$469.4K<0.1%+419+6.8%AddedHolders
Q2 20256,179$393.1K<0.1%+176+2.9%AddedHolders
Q1 20256,003$372.8K<0.1%+6,003NewHolders