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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aptus Capital Advisors's ES Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Eversource Energy (ES) stake by 18% in Q1 2026, selling an estimated $72.1K and leaving 4,633 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Aptus Capital Advisors first reported a position in ES in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.78M in Q1 2019. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Aptus Capital Advisors held 4,633 shares of Eversource Energy worth $321K as of Q1 2026.
Aptus Capital Advisors sold 1,020 Eversource Energy shares in Q1 2026, an estimated $72.1K.
Eversource Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #853 holding.
Aptus Capital Advisors first reported a position in Eversource Energy in Q1 2019 and has held it in 12 quarters since.
Aptus Capital Advisors's Eversource Energy position peaked at $2.78M in Q1 2019.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.