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Basecamp Wealth Advisors’s Eversource Energy ES Stock Holding History

Basecamp Wealth 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 		$178K Buy
2,464
+189
+8% +$13.1K 0.03% 285
2026
Q1 		$158K Buy
2,275
+90
+4% +$6.36K 0.03% 300
2025
Q4 		$147K Buy
+2,185
New +$153K 0.03% 301

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Basecamp Wealth Advisors's ES Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Eversource Energy (ES) stake by 8.3% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,464 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #285.

Basecamp Wealth Advisors first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Basecamp Wealth Advisors held 2,464 shares of Eversource Energy worth $178K as of Q2 2026.
  • Basecamp Wealth Advisors bought 189 Eversource Energy shares in Q2 2026, an estimated $13.1K.
  • Eversource Energy made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • Basecamp Wealth Advisors first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.