Skip to main content

CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

ES holding history

Eversource Energy in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
4,092
Value
$263.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of ES by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20264,092$263.0K<0.1%+579+16.5%AddedHolders
Q2 20263,513$254.0K<0.1%+144+4.3%AddedHolders
Q1 20263,369$233.0K<0.1%+8+0.2%AddedHolders
Q4 20253,361$226.0K<0.1%+433+14.8%AddedHolders
Q3 20252,928$208.0K<0.1%+38+1.3%AddedHolders
Q2 20252,890$184.0K<0.1%+275+10.5%AddedHolders
Q1 20252,615$162.0K<0.1%+2,615NewHolders
Q3 20220$00.0%−1,140−100.0%Sold outHolders
Q2 20221,140$96.0K<0.1%+1,140NewHolders
Q4 20210$00.0%−730−100.0%Sold outHolders
Q3 2021730$60.0K<0.1%+15+2.1%AddedHolders
Q2 2021715$57.0K<0.1%+252+54.4%AddedHolders
Q1 2021463$40.0K<0.1%––Holders

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