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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ES holding history

Eversource Energy in every 13F filed by Abound Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2022
Holdings of ES by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−63−100.0%Sold outHolders
Q1 202663$4.38K<0.1%−12−16.0%ReducedHolders
Q4 202575$5.06K<0.1%+2+2.7%AddedHolders
Q3 202573$5.19K<0.1%00.0%UnchangedHolders
Q2 202573$4.64K<0.1%00.0%UnchangedHolders
Q1 202573$4.54K<0.1%−24−24.7%ReducedHolders
Q4 202497$5.57K<0.1%−6−5.8%ReducedHolders
Q3 2024103$7.01K<0.1%00.0%UnchangedHolders
Q2 2024103$5.84K<0.1%00.0%UnchangedHolders
Q1 2024103$6.16K<0.1%−6−5.5%ReducedHolders
Q4 2023109$6.73K<0.1%00.0%UnchangedHolders
Q3 2023109$6.34K<0.1%+2+1.9%AddedHolders
Q2 2023107$7.59K<0.1%+4+3.9%AddedHolders
Q1 2023103$8.06K<0.1%+82+390.5%AddedHolders
Q4 202221$1.76K<0.1%00.0%UnchangedHolders
Q3 202221$1.64K<0.1%+21NewHolders