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Caerus Investment Advisors’s Eversource Energy ES Stock Holding History

Caerus 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 		$571K Buy
7,907
+4,708
+147% +$326K 0.19% 98
2026
Q1 		$222K Buy
+3,199
New +$226K 0.09% 219

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
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

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

Caerus Investment Advisors increased its Eversource Energy (ES) stake by 147% in Q2 2026, buying an estimated $326K and bringing the position to 7,907 shares worth $571K. The position accounts for 0.19% of the portfolio, ranked #98.

Caerus Investment Advisors first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Caerus Investment Advisors held 7,907 shares of Eversource Energy worth $571K as of Q2 2026.
  • Caerus Investment Advisors bought 4,708 Eversource Energy shares in Q2 2026, an estimated $326K.
  • Eversource Energy made up 0.19% of Caerus Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Caerus Investment Advisors first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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