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Eversource Energy shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors investment in Eversource Energy

Tip: Access up to 7 years of quarterly data

All positions including Eversource Energy held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 12k 71.14
2025-06-30 $714k 11k 63.66
2025-03-31 $692k 11k 62.07
2022-03-31 $147k 1.6k 90.74
2020-12-31 $370k 4.3k 86.55

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View all positions for San Luis Wealth Advisors

Top funds holding Eversource Energy

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Magellan Asset Management
Morgan Stanley
Ubs Global Asset Management Americas
Victory Capital Management
Charles Schwab Investment Management
Invesco
Legal & General Group
Nuveen
Zimmer Partners
UBS Group

View all funds holding Eversource Energy