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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
Q2 		– Sell
-3,221
Closed -$223K – 373
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 $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 Performance Advisors's ES Position: Q2 2026 in Review

Capital Performance Advisors sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 3,221 shares — an estimated $223K sold.

Capital Performance Advisors first reported a position in ES in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Capital Performance Advisors reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,221 Eversource Energy shares in Q2 2026, an estimated $223K.
  • Capital Performance Advisors first reported a position in Eversource Energy in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Eversource Energy position peaked at $223K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.