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Cedar Mountain Advisors’s Eversource Energy ES Stock Holding History

Cedar Mountain 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 		$18.9K Hold
262
– – ﹤0.01% 353
2026
Q1 		$18.2K Hold
262
– – ﹤0.01% 319
2025
Q4 		$17.6K Hold
262
– – ﹤0.01% 198
2025
Q3 		$18.6K Buy
+262
New +$17.2K ﹤0.01% 194

Other funds holding ES

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Cedar Mountain Advisors's ES Position: Q2 2026 in Review

Cedar Mountain Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 262 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Cedar Mountain Advisors first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cedar Mountain Advisors held 262 shares of Eversource Energy worth $18.9K as of Q2 2026.
  • Cedar Mountain Advisors left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #353 holding.
  • Cedar Mountain Advisors first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.