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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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return