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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

ES holding history

Eversource Energy in every 13F filed by Atria Wealth Solutions, 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 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of ES by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−4,490−100.0%Sold outHolders
Q1 20254,490$278.9K<0.1%+4,490NewHolders
Q1 20230$00.0%−5,154−100.0%Sold outHolders
Q4 20225,154$432.1K<0.1%+2,556+98.4%AddedHolders
Q3 20222,598$202.5K<0.1%−19−0.7%ReducedHolders
Q2 20222,617$221.0K<0.1%+201+8.3%AddedHolders
Q1 20222,416$213.0K<0.1%–No prior filingHolders