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Advisor OS’s Eversource Energy ES Stock Holding History

Advisor OS’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
Q2 		$419K Buy
5,804
+16
+0.3% +$1.11K 0.03% 357
2026
Q1 		$401K Buy
5,788
+3
+0.1% +$212 0.03% 350
2025
Q4 		$389K Buy
5,785
+281
+5% +$19.7K 0.03% 333
2025
Q3 		$392K Buy
5,504
+11
+0.2% +$721 0.03% 308
2025
Q2 		$349K Sell
5,493
-201
-4% -$12.4K 0.03% 323
2025
Q1 		$354K Buy
5,694
+232
+4% +$13.8K 0.04% 294
2024
Q4 		$314K Buy
5,462
+407
+8% +$25.4K 0.04% 311
2024
Q3 		$344K Buy
+5,055
New +$327K 0.03% 297

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's ES Position: Q2 2026 in Review

Advisor OS increased its Eversource Energy (ES) stake by 0.28% in Q2 2026, buying an estimated $1.11K and bringing the position to 5,804 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #357.

Advisor OS first reported a position in ES in Q3 2024 and has held it in 8 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Advisor OS held 5,804 shares of Eversource Energy worth $419K as of Q2 2026.
  • Advisor OS bought 16 Eversource Energy shares in Q2 2026, an estimated $1.11K.
  • Eversource Energy made up 0.03% of Advisor OS's portfolio in Q2 2026, its #357 holding.
  • Advisor OS first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.