Position
Simplicity Wealth,LLC in Eversource Energy
Back to the book · All holders of ES
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $7.75K$67.33 → $69.29
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.05K | $272.5K | — | — | — | 0.0% |
| Q1 2026 | 3.95K | $273.9K | $69.29 | $7.75K | −$6.4K | 0.0% |