Avanza Fonder
ES icon

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
Q3 		$3.15M Hold
49,113
– – 0.06% 232
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Avanza Fonder's ES Position: Q3 2026 in Review

Avanza Fonder held its Eversource Energy (ES) position steady in Q3 2026 at 49,113 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #232.

Avanza Fonder first reported a position in ES in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.55M in Q2 2026. 559 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Avanza Fonder held 49,113 shares of Eversource Energy worth $3.15M as of Q3 2026.
  • Avanza Fonder left its Eversource Energy share count unchanged in Q3 2026.
  • Eversource Energy made up 0.06% of Avanza Fonder's portfolio in Q3 2026, its #232 holding.
  • Avanza Fonder first reported a position in Eversource Energy in Q4 2024 and has held it in 8 quarters since.
  • Avanza Fonder's Eversource Energy position peaked at $3.55M in Q2 2026.
  • 559 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.