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CBIZ Investment Advisory Services’s Eversource Energy ES Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-151
Closed -$10.2K – 524
2025
Q4 		$10.2K Sell
151
-63
-29% -$4.42K ﹤0.01% 378
2025
Q3 		$15.2K Hold
214
– – ﹤0.01% 291
2025
Q2 		$13.6K Buy
214
+203
+1,845% +$12.5K ﹤0.01% 308
2025
Q1 		$683 Buy
+11
New +$656 ﹤0.01% 530
2024
Q4 		– Sell
-70
Closed -$4.76K – 489
2024
Q3 		$4.76K Buy
+70
New +$4.52K ﹤0.01% 300

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

CBIZ Investment Advisory Services's ES Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 151 shares — an estimated $10.2K sold.

CBIZ Investment Advisory Services first reported a position in ES in Q3 2024 and held it in 5 quarters. The position peaked at $15.2K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 151 Eversource Energy shares in Q1 2026, an estimated $10.2K.
  • CBIZ Investment Advisory Services first reported a position in Eversource Energy in Q3 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Eversource Energy position peaked at $15.2K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.