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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Continuum Advisory's ES Position: Q1 2026 in Review

Continuum Advisory reduced its Eversource Energy (ES) stake by 4.6% in Q1 2026, selling an estimated $18.9K and leaving 5,541 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #323.

Continuum Advisory first reported a position in ES in Q2 2021 and has held it in 20 quarters since. The position peaked at $774K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Continuum Advisory held 5,541 shares of Eversource Energy worth $384K as of Q1 2026.
  • Continuum Advisory sold 267 Eversource Energy shares in Q1 2026, an estimated $18.9K.
  • Eversource Energy made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #323 holding.
  • Continuum Advisory first reported a position in Eversource Energy in Q2 2021 and has held it in 20 quarters since.
  • Continuum Advisory's Eversource Energy position peaked at $774K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.