Capital Analysts LLC’s Eversource Energy ES Stock Holding History

Capital Analysts LLC’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	$19K	Sell	266 -3	-1%	-$208	﹤0.01%	1169
2026 Q1	$19K	Buy	269 +3	+1%	+$212	﹤0.01%	1133
2025 Q4	$18K	Buy	+266	New	+$18.7K	﹤0.01%	1125
2025 Q1	–	Sell	-1,721	Closed	-$99K	–	1381
2024 Q4	$99K	Hold	1,721	–	–	﹤0.01%	614
2024 Q3	$117K	Hold	1,721	–	–	﹤0.01%	559
2024 Q2	$98K	Hold	1,721	–	–	﹤0.01%	577
2024 Q1	$103K	Sell	1,721 -23	-1%	-$1.32K	﹤0.01%	543
2023 Q4	$107K	Buy	1,744 +23	+1%	+$1.33K	0.01%	515
2023 Q3	$100K	Sell	1,721 -5	-0.3%	-$333	0.01%	484
2023 Q2	$122K	Sell	1,726 -29	-2%	-$2.16K	0.01%	436
2023 Q1	$137K	Buy	+1,755	New	+$139K	0.01%	423
2020 Q1	–	Sell	-250	Closed	-$21K	–	699
2019 Q4	$21K	Sell	250 -250	-50%	-$20.8K	﹤0.01%	487
2019 Q3	$42K	Buy	+500	New	+$39.7K	﹤0.01%	404

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Analysts LLC's ES Position: Q2 2026 in Review

Capital Analysts LLC reduced its Eversource Energy (ES) stake by 1.1% in Q2 2026, selling an estimated $208 and leaving 266 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Capital Analysts LLC first reported a position in ES in Q3 2019 and has held it in 13 quarters since. The position peaked at $137K in Q1 2023. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Capital Analysts LLC held 266 shares of Eversource Energy worth $19K as of Q2 2026.
Capital Analysts LLC sold 3 Eversource Energy shares in Q2 2026, an estimated $208.
Eversource Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1169 holding.
Capital Analysts LLC first reported a position in Eversource Energy in Q3 2019 and has held it in 13 quarters since.
Capital Analysts LLC's Eversource Energy position peaked at $137K in Q1 2023.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.