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Arkadios Wealth Advisors’s Eversource Energy ES Stock Holding History

Arkadios Wealth 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 		$1.66M Buy
22,920
+6,817
+42% +$472K 0.03% 609
2026
Q1 		$1.12M Sell
16,103
-1,677
-9% -$119K 0.02% 742
2025
Q4 		$1.2M Buy
17,780
+1,480
+9% +$104K 0.02% 624
2025
Q3 		$1.16M Buy
16,300
+1,122
+7% +$73.6K 0.03% 583
2025
Q2 		$966K Buy
15,178
+343
+2% +$21.1K 0.03% 587
2025
Q1 		$921K Buy
+14,835
New +$885K 0.03% 489
2023
Q2 		– Sell
-2,659
Closed -$208K – 622
2023
Q1 		$208K Buy
2,659
+10
+0.4% +$790 0.02% 560
2022
Q4 		$222K Buy
2,649
+13
+0.5% +$1.03K 0.03% 495
2022
Q3 		$205K Buy
2,636
+10
+0.4% +$881 0.03% 484
2022
Q2 		$222K Buy
2,626
+61
+2% +$5.42K 0.03% 477
2022
Q1 		$226K Sell
2,565
-92
-3% -$7.87K 0.03% 501
2021
Q4 		$242K Buy
2,657
+8
+0.3% +$688 0.03% 496
2021
Q3 		$216K Sell
2,649
-44
-2% -$3.82K 0.03% 483
2021
Q2 		$216K Buy
2,693
+1,290
+92% +$109K 0.03% 514
2021
Q1 		$121K Buy
1,403
+52
+4% +$4.41K 0.02% 495
2020
Q4 		$116K Buy
1,351
+1,249
+1,225% +$111K 0.02% 415
2020
Q3 		$9.32K Hold
102
– – ﹤0.01% 760
2020
Q2 		$8.81K Buy
+102
New +$8.45K ﹤0.01% 704

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Arkadios Wealth Advisors's ES Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Eversource Energy (ES) stake by 42% in Q2 2026, buying an estimated $472K and bringing the position to 22,920 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #609.

Arkadios Wealth Advisors first reported a position in ES in Q2 2020 and has held it in 18 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Arkadios Wealth Advisors held 22,920 shares of Eversource Energy worth $1.66M as of Q2 2026.
  • Arkadios Wealth Advisors bought 6,817 Eversource Energy shares in Q2 2026, an estimated $472K.
  • Eversource Energy made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #609 holding.
  • Arkadios Wealth Advisors first reported a position in Eversource Energy in Q2 2020 and has held it in 18 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.