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Beacon Pointe Advisors’s Eversource Energy ES Stock Holding History

Beacon Pointe 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
Q1 		$884K Buy
12,757
+3,358
+36% +$237K ﹤0.01% 1045
2025
Q4 		$633K Buy
9,399
+1,398
+17% +$98.2K ﹤0.01% 997
2025
Q3 		$569K Sell
8,001
-554
-6% -$36.3K ﹤0.01% 967
2025
Q2 		$544K Sell
8,555
-99
-1% -$6.1K 0.01% 860
2025
Q1 		$537K Buy
8,654
+83
+1% +$4.95K 0.01% 829
2024
Q4 		$492K Buy
8,571
+291
+4% +$18.1K 0.01% 837
2024
Q3 		$563K Sell
8,280
-5,109
-38% -$330K 0.01% 808
2024
Q2 		$759K Buy
13,389
+216
+2% +$12.8K 0.01% 722
2024
Q1 		$787K Buy
13,173
+51
+0.4% +$2.93K 0.01% 757
2023
Q4 		$810K Sell
13,122
-5,563
-30% -$321K 0.01% 732
2023
Q3 		$1.09M Sell
18,685
-59
-0.3% -$3.93K 0.01% 604
2023
Q2 		$1.33M Buy
18,744
+3,944
+27% +$294K 0.02% 457
2023
Q1 		$1.16M Sell
14,800
-223
-1% -$17.6K 0.02% 505
2022
Q4 		$1.26M Buy
15,023
+1,575
+12% +$125K 0.02% 457
2022
Q3 		$1.05M Buy
13,448
+821
+7% +$72.4K 0.02% 454
2022
Q2 		$1.07M Sell
12,627
-4,499
-26% -$400K 0.02% 455
2022
Q1 		$1.51M Buy
17,126
+9,110
+114% +$779K 0.02% 513
2021
Q4 		$729K Sell
8,016
-167
-2% -$14.4K 0.02% 451
2021
Q3 		$669K Buy
8,183
+1,892
+30% +$164K 0.02% 481
2021
Q2 		$505K Buy
6,291
+1,814
+41% +$153K 0.02% 477
2021
Q1 		$387K Buy
4,477
+400
+10% +$34K 0.02% 331
2020
Q4 		$353K Sell
4,077
-173
-4% -$15.4K 0.02% 335
2020
Q3 		$355K Buy
4,250
+323
+8% +$27.7K 0.03% 275
2020
Q2 		$326K Sell
3,927
-505
-11% -$41.8K 0.03% 289
2020
Q1 		$347K Buy
4,432
+15
+0.3% +$1.32K 0.06% 212
2019
Q4 		$377K Buy
+4,417
New +$367K 0.12% 149
2019
Q3 		– Sell
-4,099
Closed -$310K – 181
2019
Q2 		$310K Buy
+4,099
New +$300K 0.11% 156

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Pointe Advisors's ES Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Eversource Energy (ES) stake by 36% in Q1 2026, buying an estimated $237K and bringing the position to 12,757 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Beacon Pointe Advisors first reported a position in ES in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.51M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Beacon Pointe Advisors held 12,757 shares of Eversource Energy worth $884K as of Q1 2026.
  • Beacon Pointe Advisors bought 3,358 Eversource Energy shares in Q1 2026, an estimated $237K.
  • Eversource Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1045 holding.
  • Beacon Pointe Advisors first reported a position in Eversource Energy in Q2 2019 and has held it in 27 quarters since.
  • Beacon Pointe Advisors's Eversource Energy position peaked at $1.51M in Q1 2022.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.