EverSource Wealth Advisors
HPE.PRC icon

EverSource Wealth Advisors’s Hewlett Packard Enterprise 7.625% Series C Preferred Stock HPE.PRC Stock Holding History

EverSource Wealth Advisors’s Portfolio HPE.PRC Stock Details HPE.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.8K Buy
+78
New +$10.6K ﹤0.01% 2752

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Mackay Shields LLC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Thrivent Financial for Lutherans
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Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
SSI Investment Management
SSI Investment Management Los Angeles, California $1.58B AUM 5.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pier 88 Investment Partners
Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return

EverSource Wealth Advisors's HPE.PRC Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Hewlett Packard Enterprise 7.625% Series C Preferred Stock (HPE.PRC) in Q3 2026: 78 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #2752 among its holdings.

42 funds tracked by Wall St. Rank hold HPE.PRC as of Q3 2026.

  • EverSource Wealth Advisors held 78 shares of Hewlett Packard Enterprise 7.625% Series C Preferred Stock worth $12.8K as of Q3 2026.
  • Hewlett Packard Enterprise 7.625% Series C Preferred Stock was a new EverSource Wealth Advisors position in Q3 2026.
  • Hewlett Packard Enterprise 7.625% Series C Preferred Stock made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2752 holding.
  • 42 funds tracked by Wall St. Rank held Hewlett Packard Enterprise 7.625% Series C Preferred Stock as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.