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Continuum Advisory’s Eversource Energy ES Stock Holding History

Continuum Advisory’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 		$415K Buy
5,739
+198
+4% +$13.7K 0.03% 325
2026
Q1 		$384K Sell
5,541
-267
-5% -$18.9K 0.04% 323
2025
Q4 		$391K Sell
5,808
-5,075
-47% -$356K 0.04% 323
2025
Q3 		$774K Buy
10,883
+7,053
+184% +$462K 0.08% 212
2025
Q2 		$244K Buy
3,830
+1,105
+41% +$68.1K 0.03% 374
2025
Q1 		$169K Sell
2,725
-10
-0.4% -$597 0.02% 426
2024
Q4 		$157K Sell
2,735
-484
-15% -$30.2K 0.02% 432
2024
Q3 		$198K Sell
3,219
-511
-14% -$33K 0.03% 397
2024
Q2 		$212K Buy
3,730
+25
+0.7% +$1.48K 0.03% 363
2024
Q1 		$229K Sell
3,705
-428
-10% -$24.6K 0.03% 354
2023
Q4 		$255K Sell
4,133
-616
-13% -$35.5K 0.04% 399
2023
Q3 		$276K Buy
4,749
+64
+1% +$4.27K 0.04% 384
2023
Q2 		$332K Sell
4,685
-73
-2% -$5.44K 0.05% 347
2023
Q1 		$372K Sell
4,758
-615
-11% -$48.6K 0.06% 308
2022
Q4 		$450K Buy
5,373
+161
+3% +$12.8K 0.08% 279
2022
Q3 		$406K Sell
5,212
-426
-8% -$37.5K 0.07% 274
2022
Q2 		$476K Sell
5,638
-199
-3% -$17.7K 0.09% 258
2022
Q1 		$510K Buy
5,837
+2,443
+72% +$209K 0.1% 241
2021
Q4 		$309K Buy
3,394
+435
+15% +$37.4K 0.07% 238
2021
Q3 		$242K Sell
2,959
-135
-4% -$11.7K 0.06% 255
2021
Q2 		$248K Buy
+3,094
New +$261K 0.08% 234

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

Continuum Advisory's ES Position: Q2 2026 in Review

Continuum Advisory increased its Eversource Energy (ES) stake by 3.6% in Q2 2026, buying an estimated $13.7K and bringing the position to 5,739 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #325.

Continuum Advisory first reported a position in ES in Q2 2021 and has held it in 21 quarters since. The position peaked at $774K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Continuum Advisory held 5,739 shares of Eversource Energy worth $415K as of Q2 2026.
  • Continuum Advisory bought 198 Eversource Energy shares in Q2 2026, an estimated $13.7K.
  • Eversource Energy made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #325 holding.
  • Continuum Advisory first reported a position in Eversource Energy in Q2 2021 and has held it in 21 quarters since.
  • Continuum Advisory's Eversource Energy position peaked at $774K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.