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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Analysts LLC's ES Position: Q1 2026 in Review

Capital Analysts LLC increased its Eversource Energy (ES) stake by 1.1% in Q1 2026, buying an estimated $212 and bringing the position to 269 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Capital Analysts LLC first reported a position in ES in Q3 2019 and has held it in 12 quarters since. The position peaked at $137K in Q1 2023. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Capital Analysts LLC held 269 shares of Eversource Energy worth $19K as of Q1 2026.
Capital Analysts LLC bought 3 Eversource Energy shares in Q1 2026, an estimated $212.
Eversource Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1133 holding.
Capital Analysts LLC first reported a position in Eversource Energy in Q3 2019 and has held it in 12 quarters since.
Capital Analysts LLC's Eversource Energy position peaked at $137K in Q1 2023.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.