Cerro Pacific Wealth Advisors LLC
- SEC CIK
- 0001842669
- Latest filing
- Jul 15, 2026
ES holding history
Eversource Energy in every 13F filed by Cerro Pacific 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 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −3,083−100.0% | Sold out | Holders |
| Q3 2025 | 3,083 | $219.3K | 0.1% | −353−10.3% | Reduced | Holders |
| Q2 2025 | 3,436 | $218.6K | 0.1% | −363−9.6% | Reduced | Holders |
| Q1 2025 | 3,799 | $218.2K | 0.1% | −476−11.1% | Reduced | Holders |
| Q4 2024 | 4,275 | $290.9K | 0.1% | −134−3.0% | Reduced | Holders |
| Q3 2024 | 4,409 | $250.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,409 | $250.0K | 0.1% | – | No prior filing | Holders |
| Q2 2023 | – | – | – | – | Not filed | Holders |
| Q1 2023 | 3,037 | $237.7K | 0.1% | +3,037 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −7,515−100.0% | Sold out | Holders |
| Q3 2021 | 7,515 | $614.0K | 0.4% | −4,114−35.4% | Reduced | Holders |
| Q2 2021 | 11,629 | $933.0K | 0.7% | – | No prior filing | Holders |