ECA
ES icon

Elevated Capital Advisors’s Eversource Energy ES Stock Holding History

Elevated Capital 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 		$343K Sell
4,742
-5,550
-54% -$384K 0.09% 181
2026
Q1 		$713K Buy
+10,292
New +$727K 0.18% 136

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevated Capital Advisors's ES Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Eversource Energy (ES) stake by 54% in Q2 2026, selling an estimated $384K and leaving 4,742 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #181.

Elevated Capital Advisors first reported a position in ES in Q1 2026 and has held it in 2 quarters since. The position peaked at $713K in Q1 2026. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Elevated Capital Advisors held 4,742 shares of Eversource Energy worth $343K as of Q2 2026.
  • Elevated Capital Advisors sold 5,550 Eversource Energy shares in Q2 2026, an estimated $384K.
  • Eversource Energy made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #181 holding.
  • Elevated Capital Advisors first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Eversource Energy position peaked at $713K in Q1 2026.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.