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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

ES holding history

Eversource Energy in every 13F filed by Avion Wealth, 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)
119
Value
$8.00K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of ES by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026119$8.00K<0.1%+10+9.2%AddedHolders
Q1 2026109$7.00K<0.1%00.0%UnchangedHolders
Q4 2025109$7.00K<0.1%+1+0.9%AddedHolders
Q3 2025108$7.00K<0.1%+7+6.9%AddedHolders
Q2 2025101$6.00K<0.1%+4+4.1%AddedHolders
Q1 202597$5.00K<0.1%00.0%UnchangedHolders
Q4 202497$5.00K<0.1%+5+5.4%AddedHolders
Q3 202492$6.00K<0.1%+75+441.2%AddedHolders
Q2 202417$00.0%00.0%UnchangedHolders
Q1 202417$2.00K<0.1%+8+88.9%AddedHolders
Q4 20239$1.00K<0.1%−44−83.0%ReducedHolders
Q3 202353$2.00K<0.1%+26+96.3%AddedHolders
Q2 202327$1.00K<0.1%+7+35.0%AddedHolders
Q1 202320$1.00K<0.1%+6+42.9%AddedHolders
Q4 202214$1.00K<0.1%00.0%UnchangedHolders
Q3 202214$1.00K<0.1%00.0%UnchangedHolders
Q2 202214$1.00K<0.1%+14NewHolders