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Apella Capital’s Eversource Energy ES Stock Holding History

Apella Capital’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 		$434K Buy
5,805
+119
+2% +$8.24K 0.01% 495
2026
Q1 		$394K Buy
5,686
+1,236
+28% +$87.3K 0.01% 502
2025
Q4 		$300K Buy
4,450
+84
+2% +$5.9K 0.01% 437
2025
Q3 		$312K Buy
4,366
+214
+5% +$14K 0.01% 389
2025
Q2 		$267K Buy
4,152
+73
+2% +$4.5K 0.01% 371
2025
Q1 		$230K Buy
4,079
+389
+11% +$23.2K 0.01% 356
2024
Q4 		$212K Sell
3,690
-62
-2% -$3.86K 0.01% 328
2024
Q3 		$250K Buy
+3,752
New +$242K 0.01% 286
2024
Q2 		– Sell
-5,913
Closed -$355K – 314
2024
Q1 		$355K Buy
5,913
+15
+0.3% +$862 0.02% 226
2023
Q4 		$371K Sell
5,898
-112
-2% -$6.46K 0.02% 212
2023
Q3 		$349K Buy
6,010
+18
+0.3% +$1.2K 0.02% 199
2023
Q2 		$425K Buy
+5,992
New +$446K 0.03% 181
2022
Q4 		$500K Sell
5,968
-50
-0.8% -$3.97K 0.05% 151
2022
Q3 		$469K Sell
6,018
-250
-4% -$22K 0.05% 141
2022
Q2 		$529K Buy
6,268
+2,488
+66% +$221K 0.06% 133
2022
Q1 		$333K Buy
3,780
+10
+0.3% +$855 0.05% 157
2021
Q4 		$343K Sell
3,770
-127
-3% -$10.9K 0.04% 151
2021
Q3 		$319K Sell
3,897
-7
-0.2% -$608 0.05% 157
2021
Q2 		$313K Buy
3,904
+468
+14% +$39.4K 0.05% 167
2021
Q1 		$298K Buy
3,436
+9
+0.3% +$764 0.09% 110
2020
Q4 		$296K Sell
3,427
-209
-6% -$18.6K 0.1% 107
2020
Q3 		$304K Buy
3,636
+10
+0.3% +$856 0.12% 102
2020
Q2 		$302K Buy
3,626
+10
+0.3% +$828 0.14% 97
2020
Q1 		$283K Buy
+3,616
New +$317K 0.17% 87

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Apella Capital's ES Position: Q2 2026 in Review

Apella Capital increased its Eversource Energy (ES) stake by 2.1% in Q2 2026, buying an estimated $8.24K and bringing the position to 5,805 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #495.

Apella Capital first reported a position in ES in Q1 2020 and has held it in 24 quarters since. The position peaked at $529K in Q2 2022. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Apella Capital held 5,805 shares of Eversource Energy worth $434K as of Q2 2026.
  • Apella Capital bought 119 Eversource Energy shares in Q2 2026, an estimated $8.24K.
  • Eversource Energy made up 0.01% of Apella Capital's portfolio in Q2 2026, its #495 holding.
  • Apella Capital first reported a position in Eversource Energy in Q1 2020 and has held it in 24 quarters since.
  • Apella Capital's Eversource Energy position peaked at $529K in Q2 2022.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.