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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
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 $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

Bell Investment Advisors's ES Position: Q1 2026 in Review

Bell Investment Advisors reduced its Eversource Energy (ES) stake by 13% in Q1 2026, selling an estimated $1.7K and leaving 160 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Bell Investment Advisors first reported a position in ES in Q3 2021 and has held it in 18 quarters since. The position peaked at $12.4K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Bell Investment Advisors held 160 shares of Eversource Energy worth $11.1K as of Q1 2026.
  • Bell Investment Advisors sold 24 Eversource Energy shares in Q1 2026, an estimated $1.7K.
  • Eversource Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #638 holding.
  • Bell Investment Advisors first reported a position in Eversource Energy in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Eversource Energy position peaked at $12.4K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.