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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
Q2 		$221K Buy
3,053
+1,006
+49% +$69.7K 0.01% 834
2026
Q1 		$142K Buy
2,047
+22
+1% +$1.55K ﹤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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's ES Position: Q2 2026 in Review

CoreCap Advisors increased its Eversource Energy (ES) stake by 49% in Q2 2026, buying an estimated $69.7K and bringing the position to 3,053 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #834.

CoreCap Advisors first reported a position in ES in Q4 2021 and has held it in 13 quarters since. 175 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • CoreCap Advisors held 3,053 shares of Eversource Energy worth $221K as of Q2 2026.
  • CoreCap Advisors bought 1,006 Eversource Energy shares in Q2 2026, an estimated $69.7K.
  • Eversource Energy made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #834 holding.
  • CoreCap Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 13 quarters since.
  • 175 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.