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Capstone Wealth Management (Alabama)’s Eversource Energy ES Stock Holding History

Capstone Wealth Management (Alabama)’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 		$423K Buy
+5,851
New +$405K 0.2% 75

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s ES Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Eversource Energy (ES) in Q2 2026: 5,851 shares worth $423K. The stake represents 0.2% of the portfolio and ranks #75 among its holdings.

457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 5,851 shares of Eversource Energy worth $423K as of Q2 2026.
  • Eversource Energy was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • Eversource Energy made up 0.2% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #75 holding.
  • 457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.