Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

ES holding history

Eversource Energy in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ES overview All 13F holders of ES Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of ES by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−5,691−100.0%	Sold out	Holders
Q4 2022	5,691	$477.1K	<0.1%	−5,025−46.9%	Reduced	Holders
Q3 2022	10,716	$835.4K	0.1%	+10,716	New	Holders