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Capital Performance Advisors’s Eversource Energy ES Stock Holding History

Capital Performance 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 		$223K Buy
+3,221
New +$228K 0.01% 408
2025
Q4 		– Sell
-2,938
Closed -$209K – 461
2025
Q3 		$209K Buy
+2,938
New +$193K 0.03% 313
2024
Q4 		– Sell
-727
Closed -$49.5K – 956
2024
Q3 		$49.5K Buy
+727
New +$47K 0.02% 354

Other funds holding ES

BlackRock
BlackRock New York $5.72T 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

Capital Performance Advisors's ES Position: Q1 2026 in Review

Capital Performance Advisors opened a new position in Eversource Energy (ES) in Q1 2026: 3,221 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in ES as recently as Q3 2025.

Capital Performance Advisors first reported a position in ES in Q3 2024 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Capital Performance Advisors held 3,221 shares of Eversource Energy worth $223K as of Q1 2026.
  • Eversource Energy was a new Capital Performance Advisors position in Q1 2026.
  • Eversource Energy made up 0.01% of Capital Performance Advisors's portfolio in Q1 2026, its #408 holding.
  • Capital Performance Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 3 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.