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Ameritas Advisory Services’s Eversource Energy ES Stock Holding History

Ameritas Advisory Services’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 		– Sell
-8,139
Closed -$564K – 2007
2026
Q1 		$564K Sell
8,139
-338
-4% -$23.9K 0.02% 533
2025
Q4 		$571K Buy
8,477
+8,370
+7,822% +$588K 0.02% 524
2025
Q3 		$7.61K Sell
107
-51
-32% -$3.34K ﹤0.01% 1741
2025
Q2 		$10.1K Buy
+158
New +$9.74K ﹤0.01% 2012
2023
Q2 		– Sell
-364
Closed -$28.8K – 1130
2023
Q1 		$28.8K Buy
+364
New +$28.8K ﹤0.01% 1481

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

Ameritas Advisory Services's ES Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 8,139 shares — an estimated $564K sold.

Ameritas Advisory Services first reported a position in ES in Q1 2023 and held it in 5 quarters. The position peaked at $571K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 8,139 Eversource Energy shares in Q2 2026, an estimated $564K.
  • Ameritas Advisory Services first reported a position in Eversource Energy in Q1 2023 and held it in 5 quarters.
  • Ameritas Advisory Services's Eversource Energy position peaked at $571K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.