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Clearstead Trust’s Eversource Energy ES Stock Holding History

Clearstead Trust’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 		$12.8K Buy
177
+63
+55% +$4.36K ﹤0.01% 564
2026
Q1 		$7.9K Sell
114
-93
-45% -$6.57K ﹤0.01% 648
2025
Q4 		$13.9K Buy
207
+111
+116% +$7.79K ﹤0.01% 514
2025
Q3 		$6.83K Buy
96
+33
+52% +$2.16K ﹤0.01% 686
2025
Q2 		$4.01K Sell
63
-140
-69% -$8.63K ﹤0.01% 802
2025
Q1 		$12.6K Buy
+203
New +$12.1K ﹤0.01% 426
2017
Q4 		– Sell
-1,500
Closed -$91K – 215
2017
Q3 		$91K Hold
1,500
– – 0.07% 142
2017
Q2 		$91K Buy
+1,500
New +$91.1K 0.07% 129

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clearstead Trust's ES Position: Q2 2026 in Review

Clearstead Trust increased its Eversource Energy (ES) stake by 55% in Q2 2026, buying an estimated $4.36K and bringing the position to 177 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Clearstead Trust first reported a position in ES in Q2 2017 and has held it in 8 quarters since. The position peaked at $91K in Q3 2017. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Clearstead Trust held 177 shares of Eversource Energy worth $12.8K as of Q2 2026.
  • Clearstead Trust bought 63 Eversource Energy shares in Q2 2026, an estimated $4.36K.
  • Eversource Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #564 holding.
  • Clearstead Trust first reported a position in Eversource Energy in Q2 2017 and has held it in 8 quarters since.
  • Clearstead Trust's Eversource Energy position peaked at $91K in Q3 2017.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.