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Soltis Investment Advisors LLC → ES
Soltis Investment Advisors LLC ES Position History
Eversource Energy • Utilities
Quarters held
6
Latest value
$8.3M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q4 2025 | $6.6M |
| Q4 2025 | $6.6M |
| Q1 2026 | $7.3M |
| Q2 2026 | $8.5M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 129.6K | — | — |
| Q2 2026 | $8.5M | 118.1K | — | — |
| Q1 2026 | $7.3M | 105.0K | — | — |
| Q4 2025 | $6.6M | 97.6K | — | — |
| Q4 2025 | $6.6M | 97.6K | — | — |
| Q3 2025 | $6.6M | 93.0K | — | — |
Other funds holding ES
$3.1B
$2.9B
$2.8B
$2.7B
$2.1B
$2.1B
$1.9B