ES EVERSOURCE ENERGY

Ownership history in INCEPTIONR LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC 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
0.5% (2023 Q1)
Avg. % of fund
0.26%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,718 -13,154 -78.0% 0.06% $264K $69.61
2025 Q2 REDUCED 16,872 -11,505 -40.5% 0.25% $1.1M $61.56
2024 Q4 ADDED 28,377 +16,271 +134.4% 0.36% $1.6M $54.23
2024 Q3 REDUCED 12,106 -9,034 -42.7% 0.20% $824K $63.47
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ES price (monthly, adj. close)
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