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Concurrent Investment Advisors, LLC → ES
Concurrent Investment Advisors, LLC ES Position History
Eversource Energy • Utilities
Quarters held
9
Latest value
$1.1M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q4 2025 | $1.2M |
| Q4 2025 | $89K |
| Q1 2026 | $2.9M |
| Q1 2026 | $2.8M |
| Q2 2026 | $4.4M |
| Q2 2026 | $3.4M |
| Q3 2026 | $7.3M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 16.7K | — | — |
| Q3 2026 | $7.3M | 113.4K | — | — |
| Q2 2026 | $3.4M | 47.1K | — | — |
| Q2 2026 | $4.4M | 61.2K | — | — |
| Q1 2026 | $2.8M | 39.7K | — | — |
| Q1 2026 | $2.9M | 42.3K | — | — |
| Q4 2025 | $89K | 1.3K | — | — |
| Q4 2025 | $1.2M | 17.6K | — | — |
| Q3 2025 | $250K | 3.5K | — | — |
Other funds holding ES
$3.1B
$2.9B
$2.8B
$2.7B
$2.1B
$2.1B
$1.9B