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Annis Gardner Whiting Capital Advisors’s Eversource Energy ES Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-181
Closed -$12.5K – 614
2026
Q1 		$12.5K Sell
181
-2
-1% -$141 ﹤0.01% 833
2025
Q4 		$12.3K Buy
183
+31
+20% +$2.18K ﹤0.01% 734
2025
Q3 		$10.8K Sell
152
-37
-20% -$2.43K ﹤0.01% 698
2025
Q2 		$12K Buy
189
+40
+27% +$2.46K ﹤0.01% 670
2025
Q1 		$9.26K Hold
149
– – ﹤0.01% 551
2024
Q4 		$8.56K Buy
149
+59
+66% +$3.68K ﹤0.01% 552
2024
Q3 		$6.13K Hold
90
– – ﹤0.01% 615
2024
Q2 		$5.1K Buy
90
+25
+38% +$1.48K ﹤0.01% 773
2024
Q1 		$3.89K Sell
65
-245
-79% -$14.1K ﹤0.01% 788
2023
Q4 		$19.1K Hold
310
– – 0.01% 411
2023
Q3 		$18K Buy
+310
New +$20.7K 0.01% 400

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's ES Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 181 shares — an estimated $12.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ES in Q3 2023 and held it in 11 quarters. The position peaked at $19.1K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 181 Eversource Energy shares in Q2 2026, an estimated $12.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Eversource Energy in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Eversource Energy position peaked at $19.1K in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.