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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

ES holding history

Eversource Energy in every 13F filed by Key Financial 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)
13
Value
$940
% of portfolio
<0.1%
Quarters held
14
Since Q3 2022
Holdings of ES by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613$940<0.1%00.0%UnchangedHolders
Q1 202613$901<0.1%−9−40.9%ReducedHolders
Q4 202522$1.48K<0.1%00.0%UnchangedHolders
Q3 202522$1.57K<0.1%−2−8.3%ReducedHolders
Q2 202524$1.53K<0.1%00.0%UnchangedHolders
Q1 202524$1.49K<0.1%00.0%UnchangedHolders
Q4 202424$1.38K<0.1%00.0%UnchangedHolders
Q3 202424$1.63K<0.1%+11+84.6%AddedHolders
Q2 202413$737<0.1%+13NewHolders
Q4 20230$00.0%−30−100.0%Sold outHolders
Q3 202330$1.74K<0.1%00.0%UnchangedHolders
Q2 202330$2.13K<0.1%00.0%UnchangedHolders
Q1 202330$2.35K<0.1%00.0%UnchangedHolders
Q4 202230$2.34K<0.1%00.0%UnchangedHolders
Q3 202230$2.00K<0.1%+30NewHolders