Cetera Investment Advisers
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Cetera Investment Advisers’s Eversource Energy ES Stock Holding History

Cetera Investment Advisers’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 		$18.6M Buy
268,855
+9,870
+4% +$698K 0.02% 718
2025
Q4 		$17.4M Buy
258,985
+10,441
+4% +$733K 0.02% 730
2025
Q3 		$17.7M Buy
248,544
+50,120
+25% +$3.29M 0.02% 697
2025
Q2 		$12.6M Buy
198,424
+85,297
+75% +$5.26M 0.02% 704
2025
Q1 		$7.03M Buy
113,127
+15,939
+16% +$951K 0.01% 934
2024
Q4 		$5.58M Buy
97,188
+12,382
+15% +$772K 0.01% 979
2024
Q3 		$5.77M Sell
84,806
-5,220
-6% -$337K 0.01% 941
2024
Q2 		$5.11M Sell
90,026
-1,036
-1% -$61.4K 0.01% 987
2024
Q1 		$5.44M Buy
91,062
+67,300
+283% +$3.87M 0.01% 941
2023
Q4 		$1.47M Sell
23,762
-11,522
-33% -$664K 0.01% 912
2023
Q3 		$2.05M Buy
35,284
+574
+2% +$38.3K 0.02% 733
2023
Q2 		$2.46M Buy
34,710
+6,454
+23% +$481K 0.02% 684
2023
Q1 		$2.21M Buy
28,256
+3,270
+13% +$258K 0.02% 695
2022
Q4 		$2.09M Buy
24,986
+10,095
+68% +$801K 0.02% 687
2022
Q3 		$1.16M Sell
14,891
-190
-1% -$16.7K 0.02% 656
2022
Q2 		$1.27M Buy
15,081
+217
+1% +$19.3K 0.02% 692
2022
Q1 		$1.31M Buy
14,864
+231
+2% +$19.8K 0.02% 723
2021
Q4 		$1.33M Sell
14,633
-316
-2% -$27.2K 0.02% 698
2021
Q3 		$1.22M Sell
14,949
-131
-0.9% -$11.4K 0.02% 707
2021
Q2 		$1.21M Buy
15,080
+753
+5% +$63.4K 0.02% 703
2021
Q1 		$1.24M Sell
14,327
-422
-3% -$35.8K 0.02% 580
2020
Q4 		$1.28M Buy
14,749
+6,150
+72% +$548K 0.03% 581
2020
Q3 		$718K Sell
8,599
-918
-10% -$78.6K 0.06% 311
2020
Q2 		$792K Sell
9,517
-289
-3% -$23.9K 0.07% 273
2020
Q1 		$767K Buy
9,806
+3,415
+53% +$300K 0.09% 229
2019
Q4 		$545K Sell
6,391
-100
-2% -$8.31K 0.05% 326
2019
Q3 		$556K Buy
6,491
+250
+4% +$19.9K 0.07% 289
2019
Q2 		$474K Buy
6,241
+722
+13% +$52.8K 0.06% 304
2019
Q1 		$391K Buy
5,519
+8
+0.1% +$551 0.06% 321
2018
Q4 		$359K Buy
5,511
+1,319
+31% +$85.9K 0.06% 310
2018
Q3 		$260K Buy
+4,192
New +$257K 0.04% 399

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

Cetera Investment Advisers's ES Position: Q1 2026 in Review

Cetera Investment Advisers increased its Eversource Energy (ES) stake by 3.8% in Q1 2026, buying an estimated $698K and bringing the position to 268,855 shares worth $18.6M. The position accounts for 0.02% of the portfolio, ranked #718.

Cetera Investment Advisers first reported a position in ES in Q3 2018 and has held it in 31 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Cetera Investment Advisers held 268,855 shares of Eversource Energy worth $18.6M as of Q1 2026.
  • Cetera Investment Advisers bought 9,870 Eversource Energy shares in Q1 2026, an estimated $698K.
  • Eversource Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #718 holding.
  • Cetera Investment Advisers first reported a position in Eversource Energy in Q3 2018 and has held it in 31 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.