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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

ES holding history

Eversource Energy in every 13F filed by Sutton Wealth Advisors 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 Q3 2023 holdings

Shares (Q3 2023)
126
Value
$7.33K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of ES by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023126$7.33K<0.1%+44+53.7%AddedHolders
Q2 202382$5.82K<0.1%+40+95.2%AddedHolders
Q1 202342$3.29K<0.1%+3+7.7%AddedHolders
Q4 202239$3.27K<0.1%−30−43.5%ReducedHolders
Q3 202269$5.38K<0.1%−24−25.8%ReducedHolders
Q2 202293$7.86K<0.1%+15+19.2%AddedHolders
Q1 202278$6.88K<0.1%+11+16.4%AddedHolders
Q4 202167$6.10K<0.1%00.0%UnchangedHolders
Q3 202167$5.48K<0.1%00.0%UnchangedHolders
Q2 202167$5.38K<0.1%00.0%UnchangedHolders
Q1 202167$5.80K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.