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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

ES holding history

Eversource Energy in every 13F filed by Heritage Trust Co, 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)
39,939
Value
$2.89M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of ES by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,939$2.89M0.3%−160.0%ReducedHolders
Q1 202639,955$2.77M0.3%−51−0.1%ReducedHolders
Q4 202540,006$2.69M0.3%−183−0.5%ReducedHolders
Q3 202540,189$2.86M0.3%−576−1.4%ReducedHolders
Q2 202540,765$2.59M0.3%+1,321+3.3%AddedHolders
Q1 202539,444$2.45M0.3%+12,974+49.0%AddedHolders
Q4 202426,470$1.52M0.2%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202423,438$1.33M0.2%+9,222+64.9%AddedHolders
Q1 202414,216$849.7K0.1%00.0%UnchangedHolders
Q4 202314,216$877.4K0.1%−71−0.5%ReducedHolders
Q3 202314,287$830.8K0.1%−111−0.8%ReducedHolders
Q2 202314,398$1.02M0.1%+195+1.4%AddedHolders
Q1 202314,203$1.11M0.2%−50.0%ReducedHolders
Q4 202214,208$1.19M0.2%+11+0.1%AddedHolders
Q3 202214,197$1.11M0.2%−50.0%ReducedHolders
Q2 202214,202$1.20M0.2%−355−2.4%ReducedHolders
Q1 202214,557$1.28M0.2%+30.0%AddedHolders
Q4 202114,554$1.32M0.2%−575−3.8%ReducedHolders
Q3 202115,129$1.24M0.2%+5,874+63.5%AddedHolders
Q2 20219,255$743.0K0.1%−427−4.4%ReducedHolders
Q1 20219,682$838.0K0.1%––Holders

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