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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

ES holding history

Eversource Energy in every 13F filed by Crewe 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)
33
Value
$2.38K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2022
Holdings of ES by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633$2.38K<0.1%+2+6.5%AddedHolders
Q1 202631$2.15K<0.1%00.0%UnchangedHolders
Q4 202531$2.09K<0.1%00.0%UnchangedHolders
Q3 202531$2.21K<0.1%+31NewHolders
Q2 20240$00.0%−19−100.0%Sold outHolders
Q1 202419$1.14K<0.1%+19NewHolders
Q3 20230$00.0%−10−100.0%Sold outHolders
Q2 202310$710<0.1%+10NewHolders
Q1 20230$00.0%−89−100.0%Sold outHolders
Q4 202289$7.46K<0.1%−20−18.3%ReducedHolders
Q3 2022109$8.00K<0.1%+37+51.4%AddedHolders
Q2 202272$6.00K<0.1%+72NewHolders