Apella Capital
ES icon

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
Q3 		$440K Buy
6,741
+936
+16% +$66.6K 0.01% 533
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Apella Capital's ES Position: Q3 2026 in Review

Apella Capital increased its Eversource Energy (ES) stake by 16% in Q3 2026, buying an estimated $66.6K and bringing the position to 6,741 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #533.

Apella Capital first reported a position in ES in Q1 2020 and has held it in 25 quarters since. The position peaked at $529K in Q2 2022. 537 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Apella Capital held 6,741 shares of Eversource Energy worth $440K as of Q3 2026.
  • Apella Capital bought 936 Eversource Energy shares in Q3 2026, an estimated $66.6K.
  • Eversource Energy made up 0.01% of Apella Capital's portfolio in Q3 2026, its #533 holding.
  • Apella Capital first reported a position in Eversource Energy in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Eversource Energy position peaked at $529K in Q2 2022.
  • 537 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.