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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
Q1 		$222K Buy
+3,199
New +$226K 0.09% 219

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

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

Caerus Investment Advisors opened a new position in Eversource Energy (ES) in Q1 2026: 3,199 shares worth $222K. The stake represents 0.09% of the portfolio and ranks #219 among its holdings.

1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Caerus Investment Advisors held 3,199 shares of Eversource Energy worth $222K as of Q1 2026.
  • Eversource Energy was a new Caerus Investment Advisors position in Q1 2026.
  • Eversource Energy made up 0.09% of Caerus Investment Advisors's portfolio in Q1 2026, its #219 holding.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.