EverSource Wealth Advisors’s Cenovus Energy CVE Stock Holding History

EverSource Wealth Advisors’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Sell	5,312 -2,795	-34%	-$77.2K	﹤0.01%	1233
2026 Q1	$215K	Buy	8,107 +1,843	+29%	+$39.3K	0.01%	1010
2025 Q4	$106K	Buy	6,264 +331	+6%	+$5.75K	﹤0.01%	1282
2025 Q3	$101K	Buy	5,933 +1,021	+21%	+$15.9K	﹤0.01%	1272
2025 Q2	$66.8K	Buy	4,912 +1,800	+58%	+$23.4K	﹤0.01%	1436
2025 Q1	$43.3K	Buy	3,112 +1,674	+116%	+$24.1K	﹤0.01%	1299
2024 Q4	$21.8K	Sell	1,438 -58	-4%	-$933	﹤0.01%	1581
2024 Q3	$25K	Buy	1,496 +211	+16%	+$3.91K	﹤0.01%	1374
2024 Q2	$25.9K	Buy	1,285 +189	+17%	+$3.82K	﹤0.01%	1378
2024 Q1	$22.5K	Sell	1,096 -31	-3%	-$529	﹤0.01%	1305
2023 Q4	$18.8K	Buy	1,127 +544	+93%	+$9.96K	﹤0.01%	1262
2023 Q3	$12.1K	Sell	583 -145	-20%	-$2.77K	﹤0.01%	1344
2023 Q2	$12.4K	Buy	728 +167	+30%	+$2.81K	﹤0.01%	1352
2023 Q1	$9.79K	Hold	561	–	–	﹤0.01%	1369
2022 Q4	$10.9K	Sell	561 -146	-21%	-$2.8K	﹤0.01%	1300
2022 Q3	$11K	Buy	707 +241	+52%	+$4.28K	﹤0.01%	1091
2022 Q2	$9K	Buy	466 +84	+22%	+$1.67K	﹤0.01%	1062
2022 Q1	$6K	Hold	382	–	–	﹤0.01%	1174
2021 Q4	$5K	Buy	+382	New	+$4.58K	﹤0.01%	1246

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EverSource Wealth Advisors's CVE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cenovus Energy (CVE) stake by 34% in Q2 2026, selling an estimated $77.2K and leaving 5,312 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

EverSource Wealth Advisors first reported a position in CVE in Q4 2021 and has held it in 19 quarters since. The position peaked at $215K in Q1 2026. 493 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

EverSource Wealth Advisors held 5,312 shares of Cenovus Energy worth $132K as of Q2 2026.
EverSource Wealth Advisors sold 2,795 Cenovus Energy shares in Q2 2026, an estimated $77.2K.
Cenovus Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1233 holding.
EverSource Wealth Advisors first reported a position in Cenovus Energy in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Cenovus Energy position peaked at $215K in Q1 2026.
493 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

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