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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

ES holding history

Eversource Energy in every 13F filed by Heritage Wealth Advisors, 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)
900
Value
$65.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ES by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026900$65.0K<0.1%00.0%UnchangedHolders
Q1 2026900$62.4K<0.1%00.0%UnchangedHolders
Q4 2025900$60.6K<0.1%00.0%UnchangedHolders
Q3 2025900$64.0K<0.1%00.0%UnchangedHolders
Q2 2025900$57.3K<0.1%+100+12.5%AddedHolders
Q1 2025800$49.7K<0.1%+113+16.4%AddedHolders
Q4 2024687$39.5K<0.1%+15+2.2%AddedHolders
Q3 2024672$45.7K<0.1%+172+34.4%AddedHolders
Q2 2024500$28.4K<0.1%+100+25.0%AddedHolders
Q1 2024400$23.9K<0.1%00.0%UnchangedHolders
Q4 2023400$24.7K<0.1%+400NewHolders
Q3 20230$00.0%−200−100.0%Sold outHolders
Q2 2023200$14.2K<0.1%00.0%UnchangedHolders
Q1 2023200$15.7K<0.1%00.0%UnchangedHolders
Q4 2022200$16.8K<0.1%00.0%UnchangedHolders
Q3 2022200$15.6K<0.1%−400−66.7%ReducedHolders
Q2 2022600$51.0K<0.1%00.0%UnchangedHolders
Q1 2022600$53.0K<0.1%00.0%UnchangedHolders
Q4 2021600$55.0K<0.1%00.0%UnchangedHolders
Q3 2021600$49.1K<0.1%00.0%UnchangedHolders
Q2 2021600$48.1K<0.1%00.0%UnchangedHolders
Q1 2021600$52.0K<0.1%––Holders

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