Central Valley Advisors’s Eversource Energy ES Stock Holding History

Central Valley 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 Q3	$2.27M	Buy	35,414 +802	+2%	+$57.1K	0.61%	47
2026 Q2	$2.5M	Buy	34,612 +1,119	+3%	+$77.5K	0.64%	47
2026 Q1	$2.32M	Buy	33,493 +7,297	+28%	+$516K	0.63%	47
2025 Q4	$1.76M	Buy	26,196 +1,760	+7%	+$124K	0.53%	60
2025 Q3	$1.74M	Buy	24,436 +1,009	+4%	+$66.2K	0.54%	59
2025 Q2	$1.49M	Buy	+23,427	New	+$1.44M	0.51%	58

Other funds holding ES

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Central Valley Advisors's ES Position: Q3 2026 in Review

Central Valley Advisors increased its Eversource Energy (ES) stake by 2.3% in Q3 2026, buying an estimated $57.1K and bringing the position to 35,414 shares worth $2.27M. The position accounts for 0.61% of the portfolio, ranked #47.

Central Valley Advisors first reported a position in ES in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2026. 409 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Central Valley Advisors held 35,414 shares of Eversource Energy worth $2.27M as of Q3 2026.
Central Valley Advisors bought 802 Eversource Energy shares in Q3 2026, an estimated $57.1K.
Eversource Energy made up 0.61% of Central Valley Advisors's portfolio in Q3 2026, its #47 holding.
Central Valley Advisors first reported a position in Eversource Energy in Q2 2025 and has held it in 6 quarters since.
Central Valley Advisors's Eversource Energy position peaked at $2.5M in Q2 2026.
409 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.