ES EVERSOURCE ENERGY

Ownership history in EDMP, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which EDMP, INC. reported a position in EVERSOURCE ENERGY (ES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.9% (2025 Q3)
Avg. % of fund
1.54%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,567 -4,127 -12.2% 1.64% $2.0M $66.63
2025 Q3 ADDED 33,694 +8,296 +32.7% 1.90% $2.4M $69.61
2025 Q2 ADDED 25,398 +1,171 +4.8% 1.38% $1.6M $61.56
2025 Q1 INITIATED 24,227 1.26% $1.5M $59.36
% of Fund (quarterly)    ES price (monthly, adj. close)
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