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EverSource Wealth Advisors’s OPAL Fuels OPAL Stock Holding History

EverSource Wealth Advisors’s Portfolio OPAL Stock Details OPAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$650 Sell
258
-23
-8% -$53 ﹤0.01% 3995
2025
Q4 		$662 Buy
281
+113
+67% +$272 ﹤0.01% 3804
2025
Q3 		$370 Buy
+168
New +$396 ﹤0.01% 4017

Other funds holding OPAL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its OPAL Fuels (OPAL) stake by 8.2% in Q1 2026, selling an estimated $53 and leaving 258 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

EverSource Wealth Advisors first reported a position in OPAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $662 in Q4 2025. 78 funds tracked by Wall St. Rank hold OPAL as of Q1 2026.

  • EverSource Wealth Advisors held 258 shares of OPAL Fuels worth $650 as of Q1 2026.
  • EverSource Wealth Advisors sold 23 OPAL Fuels shares in Q1 2026, an estimated $53.
  • OPAL Fuels made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3995 holding.
  • EverSource Wealth Advisors first reported a position in OPAL Fuels in Q3 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's OPAL Fuels position peaked at $662 in Q4 2025.
  • 78 funds tracked by Wall St. Rank held OPAL Fuels as of Q1 2026.

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