Capital Advisors Ltd
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Capital Advisors Ltd’s Eversource Energy ES Stock Holding History

Capital Advisors Ltd’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
Q3 		$15K Buy
227
+88
+63% +$6.26K ﹤0.01% 773
2026
Q2 		$10K Hold
139
– – ﹤0.01% 852
2026
Q1 		$10K Hold
139
– – ﹤0.01% 824
2025
Q4 		$9K Hold
139
– – ﹤0.01% 834
2025
Q3 		$10K Sell
139
-11
-7% -$721 ﹤0.01% 799
2025
Q2 		$10K Sell
150
-1,067
-88% -$65.8K ﹤0.01% 787
2025
Q1 		$76K Buy
1,217
+23
+2% +$1.37K 0.01% 386
2024
Q4 		$69K Sell
1,194
-35
-3% -$2.18K 0.01% 405
2024
Q3 		$84K Hold
1,229
– – 0.01% 367
2024
Q2 		$70K Sell
1,229
-38
-3% -$2.25K 0.01% 385
2024
Q1 		$76K Buy
1,267
+400
+46% +$23K 0.01% 374
2023
Q4 		$54K Hold
867
– – 0.01% 407
2023
Q3 		$50K Sell
867
-135
-13% -$9K 0.01% 409
2023
Q2 		$71K Buy
1,002
+66
+7% +$4.92K 0.01% 376
2023
Q1 		$73K Buy
936
+27
+3% +$2.13K 0.01% 339
2022
Q4 		$76K Buy
909
+20
+2% +$1.59K 0.01% 337
2022
Q3 		$69K Buy
889
+17
+2% +$1.5K 0.01% 337
2022
Q2 		$74K Sell
872
-9
-1% -$800 0.01% 325
2022
Q1 		$78K Buy
881
+9
+1% +$770 0.01% 334
2021
Q4 		$79K Buy
872
+5
+0.6% +$430 0.01% 323
2021
Q3 		$71K Hold
867
– – 0.01% 301
2021
Q2 		$70K Hold
867
– – 0.01% 294
2021
Q1 		$75K Hold
867
– – 0.01% 267
2020
Q4 		$75K Hold
867
– – 0.02% 255
2020
Q3 		$72K Hold
867
– – 0.02% 248
2020
Q2 		$72K Hold
867
– – 0.02% 245
2020
Q1 		$68K Hold
867
– – 0.02% 236
2019
Q4 		$74K Hold
867
– – 0.02% 236
2019
Q3 		$74K Hold
867
– – 0.02% 229
2019
Q2 		$66K Hold
867
– – 0.02% 260
2019
Q1 		$62K Hold
867
– – 0.02% 272
2018
Q4 		$56K Hold
867
– – 0.02% 273
2018
Q3 		$53K Buy
+867
New +$53.1K 0.02% 300

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Capital Advisors Ltd's ES Position: Q3 2026 in Review

Capital Advisors Ltd increased its Eversource Energy (ES) stake by 63% in Q3 2026, buying an estimated $6.26K and bringing the position to 227 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Capital Advisors Ltd first reported a position in ES in Q3 2018 and has held it in 33 quarters since. The position peaked at $84K in Q3 2024. 599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Capital Advisors Ltd held 227 shares of Eversource Energy worth $15K as of Q3 2026.
  • Capital Advisors Ltd bought 88 Eversource Energy shares in Q3 2026, an estimated $6.26K.
  • Eversource Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #773 holding.
  • Capital Advisors Ltd first reported a position in Eversource Energy in Q3 2018 and has held it in 33 quarters since.
  • Capital Advisors Ltd's Eversource Energy position peaked at $84K in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.