Atlas Capital Advisors’s Eversource Energy ES Stock Holding History

Atlas 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	$12.4K	Hold	179	–	–	﹤0.01%	787
2025 Q4	$12.1K	Buy	+179	New	+$12.6K	﹤0.01%	750
2022 Q1	–	Sell	-15	Closed	-$1.36K	–	930
2021 Q4	$1.36K	Hold	15	–	–	﹤0.01%	867
2021 Q3	$1.23K	Hold	15	–	–	﹤0.01%	883
2021 Q2	$1.2K	Sell	15 -97	-87%	-$8.17K	﹤0.01%	892
2021 Q1	$9.7K	Sell	112 -4,023	-97%	-$341K	﹤0.01%	681
2020 Q4	$358K	Sell	4,135 -2,097	-34%	-$187K	0.08%	227
2020 Q3	$521K	Buy	+6,232	New	+$534K	0.12%	177
2018 Q2	–	Sell	-85	Closed	-$5.01K	–	532
2018 Q1	$5.01K	Buy	+85	New	+$5.03K	﹤0.01%	504

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

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

Atlas Capital Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 179 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Atlas Capital Advisors first reported a position in ES in Q1 2018 and has held it in 9 quarters since. The position peaked at $521K in Q3 2020. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Atlas Capital Advisors held 179 shares of Eversource Energy worth $12.4K as of Q1 2026.
Atlas Capital Advisors left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #787 holding.
Atlas Capital Advisors first reported a position in Eversource Energy in Q1 2018 and has held it in 9 quarters since.
Atlas Capital Advisors's Eversource Energy position peaked at $521K in Q3 2020.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

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