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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

ES holding history

Eversource Energy in every 13F filed by Retirement Group, 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 Q1 2024 holdings

Shares (Q1 2024)
36
Value
$2.15K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of ES by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202436$2.15K<0.1%00.0%UnchangedHolders
Q4 202336$2.22K<0.1%+36NewHolders
Q3 20220$00.0%−146−100.0%Sold outHolders
Q2 2022146$12.0K<0.1%00.0%UnchangedHolders
Q1 2022146$13.0K<0.1%+29+24.8%AddedHolders
Q4 2021117$11.0K<0.1%+117NewHolders