Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Eversource Energy ES Stock Holding History

Cambridge Investment Research 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 		$5.37M Buy
74,344
+3,252
+5% +$225K 0.01% 1003
2026
Q1 		$4.92M Buy
71,092
+323
+0.5% +$22.8K 0.01% 977
2025
Q4 		$4.76M Sell
70,769
-17,375
-20% -$1.22M 0.01% 962
2025
Q3 		$6.27M Buy
88,144
+24,862
+39% +$1.63M 0.02% 781
2025
Q2 		$4.03M Sell
63,282
-3,120
-5% -$192K 0.01% 970
2025
Q1 		$4.12M Buy
66,402
+8,616
+15% +$514K 0.01% 897
2024
Q4 		$3.32M Buy
57,786
+5,494
+11% +$342K 0.01% 1031
2024
Q3 		$3.56M Sell
52,292
-1,082
-2% -$69.9K 0.01% 990
2024
Q2 		$3.03M Sell
53,374
-3,035
-5% -$180K 0.01% 1027
2024
Q1 		$3.37M Buy
56,409
+1,146
+2% +$65.9K 0.01% 967
2023
Q4 		$3.41M Sell
55,263
-833
-1% -$48K 0.01% 896
2023
Q3 		$3.26M Sell
56,096
-3,982
-7% -$265K 0.02% 881
2023
Q2 		$4.26M Sell
60,078
-1,526
-2% -$114K 0.02% 743
2023
Q1 		$4.82M Sell
61,604
-1,896
-3% -$150K 0.02% 648
2022
Q4 		$5.32M Buy
63,500
+6,959
+12% +$552K 0.03% 580
2022
Q3 		$4.41M Sell
56,541
-830
-1% -$73.2K 0.02% 629
2022
Q2 		$4.85M Buy
57,371
+3,602
+7% +$320K 0.03% 598
2022
Q1 		$4.74M Buy
53,769
+2,445
+5% +$209K 0.02% 655
2021
Q4 		$4.67M Buy
51,324
+3,685
+8% +$317K 0.02% 671
2021
Q3 		$3.9M Sell
47,639
-1,265
-3% -$110K 0.02% 721
2021
Q2 		$3.92M Sell
48,904
-3,488
-7% -$294K 0.02% 737
2021
Q1 		$4.54M Buy
52,392
+561
+1% +$47.6K 0.02% 599
2020
Q4 		$4.48M Sell
51,831
-2,859
-5% -$255K 0.03% 567
2020
Q3 		$4.57M Buy
54,690
+3,464
+7% +$297K 0.03% 489
2020
Q2 		$4.27M Buy
51,226
+4,445
+10% +$368K 0.03% 493
2020
Q1 		$3.66M Sell
46,781
-387
-0.8% -$34K 0.04% 464
2019
Q4 		$4.01M Sell
47,168
-1,406
-3% -$117K 0.03% 545
2019
Q3 		$4.15M Buy
48,574
+4,645
+11% +$369K 0.04% 495
2019
Q2 		$3.33M Sell
43,929
-338
-0.8% -$24.7K 0.03% 535
2019
Q1 		$3.14M Sell
44,267
-3,262
-7% -$225K 0.03% 544
2018
Q4 		$3.09M Buy
47,529
+19,117
+67% +$1.25M 0.03% 478
2018
Q3 		$1.75M Buy
28,412
+3,042
+12% +$186K 0.02% 743
2018
Q2 		$1.49M Sell
25,370
-1,024
-4% -$58.9K 0.02% 767
2018
Q1 		$1.55M Sell
26,394
-1,456
-5% -$86.1K 0.02% 723
2017
Q4 		$1.76M Buy
27,850
+1,230
+5% +$77.8K 0.02% 635
2017
Q3 		$1.61M Sell
26,620
-582
-2% -$35.9K 0.02% 610
2017
Q2 		$1.65M Buy
27,202
+4,663
+21% +$283K 0.02% 591
2017
Q1 		$1.32M Buy
22,539
+4,897
+28% +$278K 0.02% 615
2016
Q4 		$974K Buy
17,642
+283
+2% +$15.1K 0.02% 689
2016
Q3 		$941K Buy
17,359
+2,681
+18% +$151K 0.02% 716
2016
Q2 		$879K Sell
14,678
-1,496
-9% -$84.6K 0.02% 669
2016
Q1 		$944K Buy
16,174
+1,455
+10% +$79.4K 0.02% 592
2015
Q4 		$752K Sell
14,719
-375
-2% -$19.1K 0.02% 664
2015
Q3 		$764K Buy
+15,094
New +$727K 0.02% 577
2015
Q1 		– Sell
-13,087
Closed -$700K – 1426
2014
Q4 		$700K Buy
13,087
+2,195
+20% +$109K 0.02% 618
2014
Q3 		$483K Sell
10,892
-2,417
-18% -$109K 0.01% 848
2014
Q2 		$629K Sell
13,309
-308
-2% -$14.1K 0.02% 639
2014
Q1 		$620K Buy
13,617
+782
+6% +$34.1K 0.02% 604
2013
Q4 		$544K Buy
12,835
+3,293
+35% +$138K 0.02% 622
2013
Q3 		$394K Buy
9,542
+910
+11% +$38.5K 0.02% 719
2013
Q2 		$363K Buy
+8,632
New +$373K 0.02% 684

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

Cambridge Investment Research Advisors's ES Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eversource Energy (ES) stake by 4.6% in Q2 2026, buying an estimated $225K and bringing the position to 74,344 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #1003.

Cambridge Investment Research Advisors first reported a position in ES in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.27M in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cambridge Investment Research Advisors held 74,344 shares of Eversource Energy worth $5.37M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,252 Eversource Energy shares in Q2 2026, an estimated $225K.
  • Eversource Energy made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1003 holding.
  • Cambridge Investment Research Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 51 quarters since.
  • Cambridge Investment Research Advisors's Eversource Energy position peaked at $6.27M in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.