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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
Q2 		$75.2K Buy
1,041
+862
+482% +$59.7K 0.01% 652
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
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

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

Atlas Capital Advisors increased its Eversource Energy (ES) stake by 482% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,041 shares worth $75.2K. The position accounts for 0.01% of the portfolio, ranked #652.

Atlas Capital Advisors first reported a position in ES in Q1 2018 and has held it in 10 quarters since. The position peaked at $521K in Q3 2020. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Atlas Capital Advisors held 1,041 shares of Eversource Energy worth $75.2K as of Q2 2026.
  • Atlas Capital Advisors bought 862 Eversource Energy shares in Q2 2026, an estimated $59.7K.
  • Eversource Energy made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #652 holding.
  • Atlas Capital Advisors first reported a position in Eversource Energy in Q1 2018 and has held it in 10 quarters since.
  • Atlas Capital Advisors's Eversource Energy position peaked at $521K in Q3 2020.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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