EWA
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EverSource Wealth Advisors’s Itron ITRI Stock Holding History

EverSource Wealth Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.08K Sell
79
-62
-44% -$5.95K ﹤0.01% 3099
2025
Q4 		$13.1K Sell
141
-120
-46% -$13.1K ﹤0.01% 2660
2025
Q3 		$32.5K Sell
261
-140
-35% -$17.8K ﹤0.01% 2006
2025
Q2 		$52.8K Buy
401
+81
+25% +$9.16K ﹤0.01% 1583
2025
Q1 		$33.5K Buy
320
+33
+11% +$3.46K ﹤0.01% 1429
2024
Q4 		$31.2K Buy
287
+24
+9% +$2.68K ﹤0.01% 1396
2024
Q3 		$28.1K Sell
263
-5
-2% -$506 ﹤0.01% 1322
2024
Q2 		$27.7K Buy
268
+5
+2% +$503 ﹤0.01% 1354
2024
Q1 		$24.2K Buy
263
+4
+2% +$322 ﹤0.01% 1273
2023
Q4 		$19.6K Hold
259
– – ﹤0.01% 1242
2023
Q3 		$15.7K Hold
259
– – ﹤0.01% 1221
2023
Q2 		$18.7K Hold
259
– – ﹤0.01% 1179
2023
Q1 		$14.4K Buy
259
+157
+154% +$8.67K ﹤0.01% 1213
2022
Q4 		$5.17K Sell
102
-488
-83% -$24.1K ﹤0.01% 1588
2022
Q3 		$26K Sell
590
-108
-15% -$5.38K 0.01% 814
2022
Q2 		$34K Buy
698
+358
+105% +$17.8K 0.01% 695
2022
Q1 		$18K Buy
340
+56
+20% +$3.13K ﹤0.01% 739
2021
Q4 		$19K Buy
+284
New +$20K 0.01% 711

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EverSource Wealth Advisors's ITRI Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Itron (ITRI) stake by 44% in Q1 2026, selling an estimated $5.95K and leaving 79 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

EverSource Wealth Advisors first reported a position in ITRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $52.8K in Q2 2025. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • EverSource Wealth Advisors held 79 shares of Itron worth $7.08K as of Q1 2026.
  • EverSource Wealth Advisors sold 62 Itron shares in Q1 2026, an estimated $5.95K.
  • Itron made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3099 holding.
  • EverSource Wealth Advisors first reported a position in Itron in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Itron position peaked at $52.8K in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.