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Bell Investment Advisors’s Eversource Energy ES Stock Holding History

Bell Investment 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 		$11.6K Hold
160
– – ﹤0.01% 663
2026
Q1 		$11.1K Sell
160
-24
-13% -$1.7K ﹤0.01% 638
2025
Q4 		$12.4K Buy
184
+110
+149% +$7.72K ﹤0.01% 615
2025
Q3 		$5.26K Hold
74
– – ﹤0.01% 912
2025
Q2 		$4.71K Sell
74
-9
-11% -$555 ﹤0.01% 1008
2025
Q1 		$5.16K Sell
83
-8
-9% -$477 ﹤0.01% 898
2024
Q4 		$5.23K Sell
91
-48
-35% -$2.99K ﹤0.01% 912
2024
Q3 		$9.46K Sell
139
-9
-6% -$582 ﹤0.01% 647
2024
Q2 		$8.39K Buy
148
+7
+5% +$415 ﹤0.01% 680
2024
Q1 		$8.43K Sell
141
-26
-16% -$1.5K ﹤0.01% 663
2023
Q4 		$10.3K Buy
167
+18
+12% +$1.04K ﹤0.01% 547
2023
Q3 		$8.66K Buy
149
+70
+89% +$4.67K ﹤0.01% 567
2023
Q2 		$5.6K Sell
79
-8
-9% -$596 ﹤0.01% 760
2023
Q1 		$6.81K Sell
87
-47
-35% -$3.71K ﹤0.01% 637
2022
Q4 		$11.2K Buy
134
+80
+148% +$6.34K ﹤0.01% 451
2022
Q3 		$4K Sell
54
-5
-8% -$441 ﹤0.01% 774
2022
Q2 		$5K Buy
+59
New +$5.24K ﹤0.01% 685
2021
Q4 		$6K Hold
71
– – ﹤0.01% 677
2021
Q3 		$6K Buy
+71
New +$6.17K ﹤0.01% 624

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bell Investment Advisors's ES Position: Q2 2026 in Review

Bell Investment Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 160 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Bell Investment Advisors first reported a position in ES in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.4K in Q4 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bell Investment Advisors held 160 shares of Eversource Energy worth $11.6K as of Q2 2026.
  • Bell Investment Advisors left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #663 holding.
  • Bell Investment Advisors first reported a position in Eversource Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Eversource Energy position peaked at $12.4K in Q4 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.