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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

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 Q4 2023 and has held it in 10 quarters since. The position peaked at $488K in Q3 2024. 1,126 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 Q4 2023 and has held it in 10 quarters since.
  • CFS Investment Advisory Services's Eversource Energy position peaked at $488K in Q3 2024.
  • 1,126 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.