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Arvest Investments’s Eversource Energy ES Stock Holding History

Arvest Investments’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 		$1.81M Sell
25,102
-634
-2% -$43.9K 0.22% 69
2026
Q1 		$1.78M Sell
25,736
-647
-2% -$45.7K 0.24% 63
2025
Q4 		$1.78M Sell
26,383
-2,000
-7% -$140K 0.25% 65
2025
Q3 		$2.02M Buy
28,383
+3,269
+13% +$214K 0.29% 66
2025
Q2 		$1.6M Buy
25,114
+10,079
+67% +$621K 0.24% 78
2025
Q1 		$934K Buy
+15,035
New +$897K 0.15% 121

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

Arvest Investments's ES Position: Q2 2026 in Review

Arvest Investments reduced its Eversource Energy (ES) stake by 2.5% in Q2 2026, selling an estimated $43.9K and leaving 25,102 shares worth $1.81M. The position accounts for 0.22% of the portfolio, ranked #69.

Arvest Investments first reported a position in ES in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.02M in Q3 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Arvest Investments held 25,102 shares of Eversource Energy worth $1.81M as of Q2 2026.
  • Arvest Investments sold 634 Eversource Energy shares in Q2 2026, an estimated $43.9K.
  • Eversource Energy made up 0.22% of Arvest Investments's portfolio in Q2 2026, its #69 holding.
  • Arvest Investments first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • Arvest Investments's Eversource Energy position peaked at $2.02M in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.