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Cape Investment Advisory’s Eversource Energy ES Stock Holding History

Cape Investment Advisory’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 		$128K Buy
+1,769
New +$123K 0.03% 301
2026
Q1 		– Sell
-2,045
Closed -$138K – 496
2025
Q4 		$138K Buy
2,045
+224
+12% +$15.7K 0.04% 250
2025
Q3 		$130K Buy
1,821
+41
+2% +$2.69K 0.13% 137
2025
Q2 		$113K Buy
+1,780
New +$110K 0.04% 244

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cape Investment Advisory's ES Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Eversource Energy (ES) in Q2 2026: 1,769 shares worth $128K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ES as recently as Q4 2025.

Cape Investment Advisory first reported a position in ES in Q2 2025 and has held it in 4 quarters since. The position peaked at $138K in Q4 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cape Investment Advisory held 1,769 shares of Eversource Energy worth $128K as of Q2 2026.
  • Eversource Energy was a new Cape Investment Advisory position in Q2 2026.
  • Eversource Energy made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #301 holding.
  • Cape Investment Advisory first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Eversource Energy position peaked at $138K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.