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Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

ES holding history

Eversource Energy in every 13F filed by Melfa Wealth Management, 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 (Q2 2026)
3,941
Value
$284.8K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of ES by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,941$284.8K0.2%00.0%UnchangedHolders
Q1 20263,941$273.0K0.2%00.0%UnchangedHolders
Q4 20253,941$265.3K0.2%00.0%UnchangedHolders
Q3 20253,941$280.4K0.2%00.0%UnchangedHolders
Q2 20253,941$250.7K0.2%00.0%UnchangedHolders
Q1 20253,941$244.8K0.2%00.0%UnchangedHolders
Q4 20243,941$226.3K0.2%00.0%UnchangedHolders
Q3 20243,941$268.2K0.2%00.0%UnchangedHolders
Q2 20243,941$223.5K0.2%+17+0.4%AddedHolders
Q1 20243,924$234.5K0.2%00.0%UnchangedHolders
Q4 20233,924$242.2K0.2%+15+0.4%AddedHolders
Q3 20233,909$227.3K0.2%+15+0.4%AddedHolders
Q2 20233,894$276.1K0.3%+13+0.3%AddedHolders
Q1 20233,881$303.7K0.3%+12+0.3%AddedHolders
Q4 20223,869$324.4K0.3%–No prior filingHolders