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Livermore
Livermore
ZHEN

Great Valley Advisor Group, Inc.

SEC CIK
0001769897
Latest filing
Aug 10, 2026

ES holding history

Eversource Energy in every 13F filed by Great Valley Advisor Group, Inc., 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)
36,083
Value
$2.61M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ES by Great Valley Advisor Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,083$2.61M<0.1%+2,802+8.4%AddedHolders
Q1 202633,281$2.31M<0.1%+5,135+18.2%AddedHolders
Q4 202528,146$1.89M<0.1%+1,974+7.5%AddedHolders
Q3 202526,172$1.86M<0.1%+2,707+11.5%AddedHolders
Q2 202523,465$1.49M<0.1%−5,054−17.7%ReducedHolders
Q1 202528,519$1.77M<0.1%−49,881−63.6%ReducedHolders
Q4 202478,400$4.50M0.1%+6,275+8.7%AddedHolders
Q3 202472,125$4.91M0.1%+11,291+18.6%AddedHolders
Q2 202460,834$3.45M0.1%+6,991+13.0%AddedHolders
Q1 202453,843$3.22M0.1%+53,843NewHolders
Q3 20230$00.0%−3,442−100.0%Sold outHolders
Q2 20233,442$243.7K<0.1%+404+13.3%AddedHolders
Q1 20233,038$238.0K<0.1%+10.0%AddedHolders
Q4 20223,037$254.7K<0.1%+10.0%AddedHolders
Q3 20223,036$237.0K<0.1%+10.0%AddedHolders
Q2 20223,035$256.0K<0.1%+145+5.0%AddedHolders
Q1 20222,890$255.0K<0.1%+10.0%AddedHolders
Q4 20212,889$263.0K<0.1%+10.0%AddedHolders
Q3 20212,888$236.0K<0.1%−1,097−27.5%ReducedHolders
Q2 20213,985$320.0K<0.1%+698+21.2%AddedHolders
Q1 20213,287$285.0K<0.1%––Holders

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