CoreCap Advisors
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CoreCap Advisors’s Eversource Energy ES Stock Holding History

CoreCap 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
Q3 		$153K Sell
2,383
-670
-22% -$47.7K ﹤0.01% 945
2026
Q2 		$221K Buy
3,053
+1,006
+49% +$69.7K 0.01% 834
2026
Q1 		$142K Buy
2,047
+22
+1% +$1.56K ﹤0.01% 915
2025
Q4 		$136K Sell
2,025
-134
-6% -$9.41K ﹤0.01% 921
2025
Q3 		$154K Buy
2,159
+25
+1% +$1.64K 0.01% 881
2025
Q2 		$136K Buy
2,134
+1,945
+1,029% +$120K 0.01% 877
2025
Q1 		$11.7K Sell
189
-421
-69% -$25.1K ﹤0.01% 1752
2024
Q4 		$35K Buy
610
+383
+169% +$23.9K ﹤0.01% 1325
2024
Q3 		$15.4K Sell
227
-55
-20% -$3.55K ﹤0.01% 1644
2024
Q2 		$16K Buy
282
+139
+97% +$8.24K ﹤0.01% 966
2024
Q1 		$8.52K Buy
+143
New +$8.22K ﹤0.01% 1784
2022
Q4 		$11.7K Buy
+139
New +$11K ﹤0.01% 1497
2022
Q3 		– Sell
-137
Closed -$12K – 988
2022
Q2 		$12K Buy
+137
New +$12.2K ﹤0.01% 1417
2022
Q1 		– Sell
-410
Closed -$37K – 997
2021
Q4 		$37K Buy
+410
New +$35.3K ﹤0.01% 1101

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

CoreCap Advisors's ES Position: Q3 2026 in Review

CoreCap Advisors reduced its Eversource Energy (ES) stake by 22% in Q3 2026, selling an estimated $47.7K and leaving 2,383 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

CoreCap Advisors first reported a position in ES in Q4 2021 and has held it in 14 quarters since. The position peaked at $221K in Q2 2026. 247 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • CoreCap Advisors held 2,383 shares of Eversource Energy worth $153K as of Q3 2026.
  • CoreCap Advisors sold 670 Eversource Energy shares in Q3 2026, an estimated $47.7K.
  • Eversource Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #945 holding.
  • CoreCap Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Eversource Energy position peaked at $221K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.