Rothwell Investment Advisors, LLC’s Eversource Energy ES Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.2K	Buy	+346	New	+$24.6K	0.01%	597

Other funds holding ES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ES Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Eversource Energy (ES) in Q3 2026: 346 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings.

599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Rothwell Investment Advisors, LLC held 346 shares of Eversource Energy worth $22.2K as of Q3 2026.
Eversource Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Eversource Energy made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #597 holding.
599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.