Slagle Financial, LLC ES — EVERSOURCE ENERGY

Ownership history in Slagle Financial, LLC  ·  5 quarters on record

AI Ownership Summary

Slagle Financial, LLC reported EVERSOURCE ENERGY (ES) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.51% in 2025 Q1. The latest visible filing shows ES at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slagle Financial, LLC's position in EVERSOURCE ENERGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ES was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ES stock page Slagle Financial, LLC fund profile Slagle Financial, LLC full holdings
How Slagle Financial, LLC held ES — position size vs. price
% of Fund (quarterly)    ES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 47,641 -43,378 -47.7% 1.03% $3.4M 2026-07-29 $74.76
2025 Q1 ADDED — — — 91,019 +3,118 +3.5% 2.51% $5.7M 2025-04-30 $56.18
2024 Q4 ADDED — — — 87,901 +14,882 +20.4% 2.27% $5.0M 2025-02-12 $55.73
2024 Q3 ADDED — — — 73,019 +6,152 +9.2% 2.21% $5.0M 2024-10-31 $60.70
2024 Q2 INITIATED — — — 66,867 — — 1.94% $3.8M 2024-07-24 $57.48

🏢 Other funds also holding ES

As of 2026 Q2 — sorted by position size

Ausbil Investment Management Ltd 3Y 3.1% Brick & Kyle, Associates 3Y 7Y 2.03% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.91% EDMP, INC. 3Y 7Y 1.69% Catherine Avery Investment Management LLC 1.62% Savior LLC 3Y 1.27% Camelot Portfolios, LLC 3Y 7Y 0.88% Somerset Trust Co 3Y 7Y 0.86% Sound Income Strategies, LLC 3Y 7Y 0.82% SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.81%

FAQ About Slagle Financial, LLC and ES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Slagle Financial, LLC reported owning ES?

Slagle Financial, LLC reported ES across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ES position in Slagle Financial, LLC's portfolio?

The largest reported portfolio weight for ES was 2.51% in 2025 Q1.

What is the latest reported ES position on this page?

The most recent filing on this page is 2026 Q2, when Slagle Financial, LLC reported 47,641 shares, equal to 1.03% of portfolio, with an estimated market value of $3.4M.

What does the chart on this ES ownership page compare?

The chart compares Slagle Financial, LLC's quarterly ES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Slagle Financial, LLC time their ES position?

Based on 13F filing dates vs. subsequent ES price moves, Slagle Financial, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ES relative to SPY over the holding period was -7.1%.

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