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Capital Investment Advisors’s Eversource Energy ES Stock Holding History

Capital Investment 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 		$1.68M Sell
23,256
-252
-1% -$17.5K 0.02% 274
2026
Q1 		$1.63M Sell
23,508
-1,261
-5% -$89.1K 0.02% 267
2025
Q4 		$1.67M Sell
24,769
-1,767
-7% -$124K 0.03% 257
2025
Q3 		$1.89M Buy
26,536
+69
+0.3% +$4.52K 0.03% 241
2025
Q2 		$1.68M Buy
26,467
+210
+0.8% +$12.9K 0.03% 252
2025
Q1 		$1.63M Buy
26,257
+22,630
+624% +$1.35M 0.03% 243
2024
Q4 		$208K Buy
+3,627
New +$226K ﹤0.01% 615

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

Capital Investment Advisors's ES Position: Q2 2026 in Review

Capital Investment Advisors reduced its Eversource Energy (ES) stake by 1.1% in Q2 2026, selling an estimated $17.5K and leaving 23,256 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #274.

Capital Investment Advisors first reported a position in ES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Capital Investment Advisors held 23,256 shares of Eversource Energy worth $1.68M as of Q2 2026.
  • Capital Investment Advisors sold 252 Eversource Energy shares in Q2 2026, an estimated $17.5K.
  • Eversource Energy made up 0.02% of Capital Investment Advisors's portfolio in Q2 2026, its #274 holding.
  • Capital Investment Advisors first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • Capital Investment Advisors's Eversource Energy position peaked at $1.89M in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.