Aptus Capital Advisors’s Eversource Energy ES Stock Holding History

Aptus 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	$393K	Buy	5,435 +802	+17%	+$55.5K	﹤0.01%	859
2026 Q1	$321K	Sell	4,633 -1,020	-18%	-$72.1K	﹤0.01%	853
2025 Q4	$381K	Sell	5,653 -1,233	-18%	-$86.6K	﹤0.01%	813
2025 Q3	$490K	Buy	6,886 +415	+6%	+$27.2K	﹤0.01%	702
2025 Q2	$412K	Sell	6,471 -318	-5%	-$19.6K	﹤0.01%	727
2025 Q1	$422K	Buy	6,789 +50	+0.7%	+$2.98K	﹤0.01%	687
2024 Q4	$387K	Buy	6,739 +404	+6%	+$25.2K	﹤0.01%	712
2024 Q3	$431K	Buy	6,335 +1,357	+27%	+$87.7K	0.01%	577
2024 Q2	$282K	Sell	4,978 -339	-6%	-$20.1K	0.01%	633
2024 Q1	$318K	Buy	+5,317	New	+$306K	0.01%	615
2019 Q4	–	Sell	-31,563	Closed	-$2.7M	–	516
2019 Q3	$2.7M	Sell	31,563 -4,477	-12%	-$356K	0.15%	77
2019 Q2	$2.73M	Sell	36,040 -3,118	-8%	-$228K	0.38%	39
2019 Q1	$2.78M	Buy	+39,158	New	+$2.7M	0.47%	36

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aptus Capital Advisors's ES Position: Q2 2026 in Review

Aptus Capital Advisors increased its Eversource Energy (ES) stake by 17% in Q2 2026, buying an estimated $55.5K and bringing the position to 5,435 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Aptus Capital Advisors first reported a position in ES in Q1 2019 and has held it in 13 quarters since. The position peaked at $2.78M in Q1 2019. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Aptus Capital Advisors held 5,435 shares of Eversource Energy worth $393K as of Q2 2026.
Aptus Capital Advisors bought 802 Eversource Energy shares in Q2 2026, an estimated $55.5K.
Eversource Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #859 holding.
Aptus Capital Advisors first reported a position in Eversource Energy in Q1 2019 and has held it in 13 quarters since.
Aptus Capital Advisors's Eversource Energy position peaked at $2.78M in Q1 2019.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.