Crewe Advisors’s Eversource Energy ES Stock Holding History

Crewe 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	$2.38K	Buy	33 +2	+6%	+$139	﹤0.01%	981
2026 Q1	$2.15K	Hold	31	–	–	﹤0.01%	903
2025 Q4	$2.09K	Hold	31	–	–	﹤0.01%	871
2025 Q3	$2.21K	Buy	+31	New	+$2.03K	﹤0.01%	836
2024 Q2	–	Sell	-19	Closed	-$1.14K	–	970
2024 Q1	$1.14K	Buy	+19	New	+$1.09K	﹤0.01%	878
2023 Q3	–	Sell	-10	Closed	-$710	–	692
2023 Q2	$710	Buy	+10	New	+$745	﹤0.01%	606
2023 Q1	–	Sell	-89	Closed	-$7.46K	–	883
2022 Q4	$7.46K	Sell	89 -20	-18%	-$1.59K	﹤0.01%	603
2022 Q3	$8K	Buy	109 +37	+51%	+$3.26K	﹤0.01%	719
2022 Q2	$6K	Buy	+72	New	+$6.4K	﹤0.01%	719

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crewe Advisors's ES Position: Q2 2026 in Review

Crewe Advisors increased its Eversource Energy (ES) stake by 6.5% in Q2 2026, buying an estimated $139 and bringing the position to 33 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Crewe Advisors first reported a position in ES in Q2 2022 and has held it in 9 quarters since. The position peaked at $8K in Q3 2022. 1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Crewe Advisors held 33 shares of Eversource Energy worth $2.38K as of Q2 2026.
Crewe Advisors bought 2 Eversource Energy shares in Q2 2026, an estimated $139.
Eversource Energy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #981 holding.
Crewe Advisors first reported a position in Eversource Energy in Q2 2022 and has held it in 9 quarters since.
Crewe Advisors's Eversource Energy position peaked at $8K in Q3 2022.
1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.