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Avanza Fonder’s Eversource Energy ES Stock Holding History

Avanza Fonder’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 		$3.55M Buy
49,113
+12,200
+33% +$845K 0.08% 216
2026
Q1 		$2.56M Hold
36,913
– – 0.07% 222
2025
Q4 		$2.49M Hold
36,913
– – 0.06% 241
2025
Q3 		$2.63M Hold
36,913
– – 0.07% 211
2025
Q2 		$2.35M Sell
36,913
-710
-2% -$43.8K 0.07% 219
2025
Q1 		$2.36M Sell
37,623
-119
-0.3% -$7.1K 0.08% 216
2024
Q4 		$2.17M Buy
+37,742
New +$2.35M 0.06% 236

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

Avanza Fonder's ES Position: Q2 2026 in Review

Avanza Fonder increased its Eversource Energy (ES) stake by 33% in Q2 2026, buying an estimated $845K and bringing the position to 49,113 shares worth $3.55M. The position accounts for 0.08% of the portfolio, ranked #216.

Avanza Fonder first reported a position in ES in Q4 2024 and has held it in 7 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Avanza Fonder held 49,113 shares of Eversource Energy worth $3.55M as of Q2 2026.
  • Avanza Fonder bought 12,200 Eversource Energy shares in Q2 2026, an estimated $845K.
  • Eversource Energy made up 0.08% of Avanza Fonder's portfolio in Q2 2026, its #216 holding.
  • Avanza Fonder first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.