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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameritas Advisory Services's ES Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Eversource Energy (ES) stake by 4% in Q1 2026, selling an estimated $23.9K and leaving 8,139 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #533.

Ameritas Advisory Services first reported a position in ES in Q1 2023 and has held it in 5 quarters since. The position peaked at $571K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Ameritas Advisory Services held 8,139 shares of Eversource Energy worth $564K as of Q1 2026.
  • Ameritas Advisory Services sold 338 Eversource Energy shares in Q1 2026, an estimated $23.9K.
  • Eversource Energy made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #533 holding.
  • Ameritas Advisory Services first reported a position in Eversource Energy in Q1 2023 and has held it in 5 quarters since.
  • Ameritas Advisory Services's Eversource Energy position peaked at $571K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.