Diversify Advisory Services’s Eversource Energy ES Stock Holding History

Diversify Advisory Services’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	$241K	Buy	+3,655	New	+$260K	﹤0.01%	1160

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversify Advisory Services's ES Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Eversource Energy (ES) in Q3 2026: 3,655 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings.

206 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Diversify Advisory Services held 3,655 shares of Eversource Energy worth $241K as of Q3 2026.
Eversource Energy was a new Diversify Advisory Services position in Q3 2026.
Eversource Energy made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1160 holding.
206 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.