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

CFS 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 Q2	$234K	Buy	3,147 +46	+1%	+$3.19K	0.02%	339
2026 Q1	$215K	Buy	3,101 +17	+0.6%	+$1.2K	0.01%	343
2025 Q4	$208K	Sell	3,084 -8	-0.3%	-$562	0.02%	324
2025 Q3	$231K	Buy	+3,092	New	+$203K	0.02%	320
2025 Q2	–	Sell	-4,503	Closed	-$280K	–	330
2025 Q1	$280K	Sell	4,503 -408	-8%	-$24.3K	0.02%	271
2024 Q4	$282K	Sell	4,911 -2,258	-31%	-$141K	0.03%	261
2024 Q3	$488K	Buy	7,169 +15	+0.2%	+$969	0.04%	206
2024 Q2	$406K	Buy	7,154 +1,721	+32%	+$102K	0.03%	194
2024 Q1	$325K	Sell	5,433 -995	-15%	-$57.2K	0.05%	135
2023 Q4	$397K	Buy	+6,428	New	+$371K	0.07%	112
2022 Q4	–	Sell	-76,479	Closed	-$1K	–	164
2022 Q3	$1K	Buy	+76,479	New	+$6.74M	﹤0.01%	185
2022 Q2	–	Sell	-42,684	Closed	–	–	313
2022 Q1	$0	Buy	+42,684	New	+$3.65M	﹤0.01%	456

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CFS Investment Advisory Services's ES Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Eversource Energy (ES) stake by 1.5% in Q2 2026, buying an estimated $3.19K and bringing the position to 3,147 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #339.

CFS Investment Advisory Services first reported a position in ES in Q1 2022 and has held it in 12 quarters since. The position peaked at $488K in Q3 2024. 232 funds tracked by Wall St. Rank hold ES as of Q2 2026.

CFS Investment Advisory Services held 3,147 shares of Eversource Energy worth $234K as of Q2 2026.
CFS Investment Advisory Services bought 46 Eversource Energy shares in Q2 2026, an estimated $3.19K.
Eversource Energy made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #339 holding.
CFS Investment Advisory Services first reported a position in Eversource Energy in Q1 2022 and has held it in 12 quarters since.
CFS Investment Advisory Services's Eversource Energy position peaked at $488K in Q3 2024.
232 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.