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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

ES holding history

Eversource Energy in every 13F filed by Outlook Wealth 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of ES by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,988−100.0%Sold outHolders
Q3 20236,988$406.3K0.2%+189+2.8%AddedHolders
Q2 20236,799$482.2K0.2%+1,208+21.6%AddedHolders
Q1 20235,591$437.6K0.2%+119+2.2%AddedHolders
Q4 20225,472$458.7K0.2%+17+0.3%AddedHolders
Q3 20225,455$426.0K0.2%+31+0.6%AddedHolders
Q2 20225,424$458.0K0.2%+80+1.5%AddedHolders
Q1 20225,344$471.0K0.2%−45−0.8%ReducedHolders
Q4 20215,389$490.0K0.1%+33+0.6%AddedHolders
Q3 20215,356$438.0K0.1%−6−0.1%ReducedHolders
Q2 20215,362$430.0K0.1%+367+7.3%AddedHolders
Q1 20214,995$432.0K0.2%––Holders

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