SEC 13F Intelligence

Dana Investment Advisors, Inc. / ES

Dana Investment Advisors, Inc.’s Eversource Energy Position

Does Dana Investment Advisors, Inc. own Eversource Energy (ES)? Not currently — the last reported position was 213.4K shares worth $12M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q3 2023
Shares
213.4K
% of Portfolio
+0.63%
Quarters Held
16
position exited

Position History ES

Reported value by quarter
Q4 ’19: $24MQ4 ’19Q1 ’20: $22MQ2 ’20: $21MQ2 ’20Q3 ’20: $19MQ4 ’20: $19MQ4 ’20Q1 ’21: $19MQ2 ’21: $18MQ2 ’21Q3 ’21: $18MQ4 ’21: $19MQ4 ’21Q1 ’22: $19MQ2 ’22: $19MQ2 ’22Q3 ’22: $16MQ4 ’22: $18MQ4 ’22Q1 ’23: $17MQ2 ’23: $15MQ2 ’23Q3 ’23: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023213.4K$12M+0.63%
Q2 2023212.4K$15M+0.74%
Q1 2023219.9K$17M+0.87%
Q4 2022216.0K$18M+0.95%
Q3 2022209.2K$16M+0.92%
Q2 2022221.2K$19M+0.94%
Q1 2022217.1K$19M+0.88%
Q4 2021213.3K$19M+0.84%
Q3 2021224.2K$18M+0.83%
Q2 2021225.6K$18M+0.80%
Q1 2021222.2K$19M+0.89%
Q4 2020222.5K$19M+0.96%
Q3 2020228.0K$19M+1.04%
Q2 2020254.8K$21M+1.15%
Q1 2020278.5K$22M+1.33%
Q4 2019284.8K$24M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dana Investment Advisors, Inc.’s full portfolio or all institutional holders of ES.