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Concurrent Investment Advisors’s Eversource Energy ES Stock Holding History

Concurrent Investment Advisors’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 		$7.82M Buy
108,262
+26,261
+32% +$1.82M 0.07% 325
2026
Q1 		$5.68M Buy
82,001
+63,076
+333% +$4.46M 0.06% 333
2025
Q4 		$1.27M Buy
18,925
+15,414
+439% +$1.08M 0.01% 729
2025
Q3 		$250K Buy
3,511
+207
+6% +$13.6K ﹤0.01% 1242
2025
Q2 		$210K Buy
+3,304
New +$204K ﹤0.01% 1244
2024
Q1 		– Sell
-14,161
Closed -$874K – 951
2023
Q4 		$874K Buy
+14,161
New +$816K 0.04% 357

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

Concurrent Investment Advisors's ES Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Eversource Energy (ES) stake by 32% in Q2 2026, buying an estimated $1.82M and bringing the position to 108,262 shares worth $7.82M. The position accounts for 0.07% of the portfolio, ranked #325.

Concurrent Investment Advisors first reported a position in ES in Q4 2023 and has held it in 6 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Concurrent Investment Advisors held 108,262 shares of Eversource Energy worth $7.82M as of Q2 2026.
  • Concurrent Investment Advisors bought 26,261 Eversource Energy shares in Q2 2026, an estimated $1.82M.
  • Eversource Energy made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #325 holding.
  • Concurrent Investment Advisors first reported a position in Eversource Energy in Q4 2023 and has held it in 6 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.