Avantax Advisory Services’s Eversource Energy ES Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.15M	Buy	33,810 +18,157	+116%	+$1.12M	0.01%	764
2025 Q1	$972K	Sell	15,653 -2,924	-16%	-$174K	0.01%	1103
2024 Q4	$1.07M	Buy	18,577 +274	+1%	+$17.1K	0.01%	1014
2024 Q3	$1.25M	Buy	18,303 +668	+4%	+$43.2K	0.01%	917
2024 Q2	$1M	Buy	17,635 +9,691	+122%	+$575K	0.01%	974
2024 Q1	$475K	Buy	7,944 +192	+2%	+$11K	﹤0.01%	1063
2023 Q4	$478K	Buy	7,752 +17	+0.2%	+$980	﹤0.01%	1009
2023 Q3	$450K	Sell	7,735 -3,426	-31%	-$228K	0.01%	988
2023 Q2	$792K	Buy	11,161 +3,093	+38%	+$230K	0.01%	766
2023 Q1	$631K	Buy	8,068 +3,294	+69%	+$260K	0.01%	818
2022 Q4	$400K	Buy	4,774 +879	+23%	+$69.7K	0.01%	966
2022 Q3	$304K	Sell	3,895 -162	-4%	-$14.3K	﹤0.01%	1002
2022 Q2	$343K	Sell	4,057 -55	-1%	-$4.89K	0.01%	948
2022 Q1	$362K	Buy	4,112 +218	+6%	+$18.6K	0.01%	915
2021 Q4	$354K	Sell	3,894 -674	-15%	-$58K	0.01%	899
2021 Q3	$376K	Buy	4,568 +77	+2%	+$6.69K	0.01%	824
2021 Q2	$360K	Sell	4,491 -724	-14%	-$61K	0.01%	831
2021 Q1	$451K	Buy	5,215 +365	+8%	+$31K	0.01%	652
2020 Q4	$419K	Sell	4,850 -3,975	-45%	-$354K	0.01%	606
2020 Q3	$735K	Buy	8,825 +5,150	+140%	+$441K	0.01%	648
2020 Q2	$304K	Buy	+3,675	New	+$304K	0.01%	631
2019 Q2	–	Sell	-3,012	Closed	-$214K	–	528
2019 Q1	$214K	Sell	3,012 -434	-13%	-$29.9K	0.01%	445
2018 Q4	$223K	Buy	+3,446	New	+$225K	0.04%	356

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Avantax Advisory Services's ES Position: Q2 2025 in Review

Avantax Advisory Services increased its Eversource Energy (ES) stake by 116% in Q2 2025, buying an estimated $1.12M and bringing the position to 33,810 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #764.

Avantax Advisory Services first reported a position in ES in Q4 2018 and has held it in 23 quarters since. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

Avantax Advisory Services held 33,810 shares of Eversource Energy worth $2.15M as of Q2 2025.
Avantax Advisory Services bought 18,157 Eversource Energy shares in Q2 2025, an estimated $1.12M.
Eversource Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #764 holding.
Avantax Advisory Services first reported a position in Eversource Energy in Q4 2018 and has held it in 23 quarters since.
933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.