Checchi Capital Advisers’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $311K | Buy |
4,487
+841
| +23% | +$59.4K | 0.02% | 461 |
|
|
2025
Q4 | $245K | Buy |
3,646
+32
| +0.9% | +$2.25K | 0.01% | 478 |
|
|
2025
Q3 | $257K | Sell |
3,614
-545
| -13% | -$35.7K | 0.01% | 480 |
|
|
2025
Q2 | $265K | Sell |
4,159
-124
| -3% | -$7.64K | 0.01% | 482 |
|
|
2025
Q1 | $266K | Buy |
4,283
+543
| +15% | +$32.4K | 0.01% | 489 |
|
|
2024
Q4 | $215K | Sell |
3,740
-90
| -2% | -$5.61K | 0.01% | 533 |
|
|
2024
Q3 | $261K | Buy |
3,830
+27
| +0.7% | +$1.75K | 0.01% | 478 |
|
|
2024
Q2 | $216K | Sell |
3,803
-593
| -13% | -$35.2K | 0.01% | 519 |
|
|
2024
Q1 | $263K | Sell |
4,396
-583
| -12% | -$33.5K | 0.02% | 471 |
|
|
2023
Q4 | $307K | Buy |
4,979
+355
| +8% | +$20.5K | 0.02% | 418 |
|
|
2023
Q3 | $269K | Sell |
4,624
-261
| -5% | -$17.4K | 0.02% | 432 |
|
|
2023
Q2 | $346K | Sell |
4,885
-750
| -13% | -$55.9K | 0.03% | 378 |
|
|
2023
Q1 | $441K | Sell |
5,635
-251
| -4% | -$19.8K | 0.04% | 313 |
|
|
2022
Q4 | $493K | Buy |
5,886
+106
| +2% | +$8.41K | 0.05% | 277 |
|
|
2022
Q3 | $451K | Buy |
5,780
+82
| +1% | +$7.23K | 0.04% | 287 |
|
|
2022
Q2 | $503K | Sell |
5,698
-1,043
| -15% | -$92.7K | 0.04% | 285 |
|
|
2022
Q1 | $594K | Buy |
6,741
+2,049
| +44% | +$175K | 0.05% | 236 |
|
|
2021
Q4 | $427K | Buy |
4,692
+27
| +0.6% | +$2.32K | 0.04% | 298 |
|
|
2021
Q3 | $381K | Buy |
4,665
+80
| +2% | +$6.95K | 0.04% | 301 |
|
|
2021
Q2 | $368K | Sell |
4,585
-65
| -1% | -$5.47K | 0.04% | 308 |
|
|
2021
Q1 | $403K | Buy |
4,650
+175
| +4% | +$14.9K | 0.04% | 276 |
|
|
2020
Q4 | $387K | Buy |
4,475
+135
| +3% | +$12K | 0.04% | 280 |
|
|
2020
Q3 | $363K | Sell |
4,340
-490
| -10% | -$41.9K | 0.04% | 260 |
|
|
2020
Q2 | $402K | Buy |
4,830
+484
| +11% | +$40.1K | 0.05% | 238 |
|
|
2020
Q1 | $340K | Buy |
4,346
+804
| +23% | +$70.5K | 0.03% | 229 |
|
|
2019
Q4 | $301K | Sell |
3,542
-438
| -11% | -$36.4K | 0.04% | 303 |
|
|
2019
Q3 | $340K | Buy |
3,980
+394
| +11% | +$31.3K | 0.04% | 269 |
|
|
2019
Q2 | $272K | Sell |
3,586
-42
| -1% | -$3.07K | 0.03% | 320 |
|
|
2019
Q1 | $257K | Sell |
3,628
-56
| -2% | -$3.86K | 0.03% | 324 |
|
|
2018
Q4 | $240K | Buy |
3,684
+316
| +9% | +$20.6K | 0.03% | 305 |
|
|
2018
Q3 | $207K | Buy |
+3,368
| New | +$206K | 0.02% | 416 |
|
|
2017
Q2 | – | Sell |
-3,479
| Closed | -$204K | – | 384 |
|
|
2017
Q1 | $204K | Buy |
+3,479
| New | +$198K | 0.02% | 374 |
|
|
2016
Q4 | – | Sell |
-3,923
| Closed | -$213K | – | 390 |
|
|
2016
Q3 | $213K | Buy |
3,923
+342
| +10% | +$19.3K | 0.02% | 343 |
|
|
2016
Q2 | $215K | Buy |
3,581
+38
| +1% | +$2.15K | 0.02% | 323 |
|
|
2016
Q1 | $207K | Buy |
+3,543
| New | +$193K | 0.05% | 335 |
|
Other funds holding ES
VCM
VPM
MAM
Checchi Capital Advisers's ES Position: Q1 2026 in Review
Checchi Capital Advisers increased its Eversource Energy (ES) stake by 23% in Q1 2026, buying an estimated $59.4K and bringing the position to 4,487 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #461.
Checchi Capital Advisers first reported a position in ES in Q1 2016 and has held it in 35 quarters since. The position peaked at $594K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Checchi Capital Advisers held 4,487 shares of Eversource Energy worth $311K as of Q1 2026.
- Checchi Capital Advisers bought 841 Eversource Energy shares in Q1 2026, an estimated $59.4K.
- Eversource Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #461 holding.
- Checchi Capital Advisers first reported a position in Eversource Energy in Q1 2016 and has held it in 35 quarters since.
- Checchi Capital Advisers's Eversource Energy position peaked at $594K in Q1 2022.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.