Centennial Wealth Advisory’s Eversource Energy ES Stock Holding History

Centennial Wealth Advisory’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 Q3	$760K	Buy	11,849 +575	+5%	+$40.9K	0.16%	95
2026 Q2	$815K	Buy	11,274 +879	+8%	+$60.9K	0.18%	83
2026 Q1	$720K	Buy	10,395 +1,502	+17%	+$106K	0.17%	79
2025 Q4	$599K	Buy	8,893 +313	+4%	+$22K	0.16%	89
2025 Q3	$610K	Buy	8,580 +534	+7%	+$35K	0.17%	79
2025 Q2	$512K	Buy	+8,046	New	+$496K	0.16%	83
2022 Q3	–	Sell	-2,722	Closed	-$230K	–	118
2022 Q2	$230K	Buy	+2,722	New	+$242K	0.13%	102

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Centennial Wealth Advisory's ES Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Eversource Energy (ES) stake by 5.1% in Q3 2026, buying an estimated $40.9K and bringing the position to 11,849 shares worth $760K. The position accounts for 0.16% of the portfolio, ranked #95.

Centennial Wealth Advisory first reported a position in ES in Q2 2022 and has held it in 7 quarters since. The position peaked at $815K in Q2 2026. 193 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Centennial Wealth Advisory held 11,849 shares of Eversource Energy worth $760K as of Q3 2026.
Centennial Wealth Advisory bought 575 Eversource Energy shares in Q3 2026, an estimated $40.9K.
Eversource Energy made up 0.16% of Centennial Wealth Advisory's portfolio in Q3 2026, its #95 holding.
Centennial Wealth Advisory first reported a position in Eversource Energy in Q2 2022 and has held it in 7 quarters since.
Centennial Wealth Advisory's Eversource Energy position peaked at $815K in Q2 2026.
193 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.