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Livermore
Livermore
ZHEN

Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

ES holding history

Eversource Energy in every 13F filed by Sequoia Financial 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)
41,640
Value
$3.01M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ES by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,640$3.01M<0.1%+12,688+43.8%AddedHolders
Q1 202628,952$2.01M<0.1%+3,503+13.8%AddedHolders
Q4 202525,449$1.71M<0.1%+4,625+22.2%AddedHolders
Q3 202520,824$1.48M<0.1%+1,156+5.9%AddedHolders
Q2 202519,668$1.25M<0.1%−544−2.7%ReducedHolders
Q1 202520,212$1.26M<0.1%+2,010+11.0%AddedHolders
Q4 202418,202$1.05M<0.1%+993+5.8%AddedHolders
Q3 202417,209$1.17M<0.1%−169−1.0%ReducedHolders
Q2 202417,378$985.5K<0.1%+718+4.3%AddedHolders
Q1 202416,660$995.8K<0.1%+6,315+61.0%AddedHolders
Q4 202310,345$638.5K<0.1%+5,942+135.0%AddedHolders
Q3 20234,403$256.0K<0.1%+1,185+36.8%AddedHolders
Q2 20233,218$228.2K<0.1%−1,193−27.0%ReducedHolders
Q1 20234,411$345.2K<0.1%+244+5.9%AddedHolders
Q4 20224,167$349.4K<0.1%+713+20.6%AddedHolders
Q3 20223,454$269.0K<0.1%−51−1.5%ReducedHolders
Q2 20223,505$296.0K<0.1%+205+6.2%AddedHolders
Q1 20223,300$291.0K<0.1%+683+26.1%AddedHolders
Q4 20212,617$238.0K<0.1%+2,617NewHolders
Q2 20210$00.0%−2,942−100.0%Sold outHolders
Q1 20212,942$255.0K<0.1%––Holders

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