EWA
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EverSource Wealth Advisors’s Spire SR Stock Holding History

EverSource Wealth Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Sell
2,129
-563
-21% -$48.4K 0.01% 1101
2026
Q1 		$244K Buy
2,692
+917
+52% +$80.5K 0.01% 943
2025
Q4 		$147K Buy
1,775
+169
+11% +$14.4K 0.01% 1111
2025
Q3 		$131K Sell
1,606
-93
-5% -$7.07K 0.01% 1127
2025
Q2 		$124K Buy
1,699
+681
+67% +$51K 0.01% 1082
2025
Q1 		$79.7K Buy
1,018
+247
+32% +$18.1K ﹤0.01% 1003
2024
Q4 		$52.3K Buy
771
+1
+0.1% +$67 ﹤0.01% 1172
2024
Q3 		$51.8K Sell
770
-10
-1% -$649 ﹤0.01% 1055
2024
Q2 		$52K Buy
780
+78
+11% +$4.71K ﹤0.01% 1069
2024
Q1 		$43.4K Sell
702
-126
-15% -$7.54K ﹤0.01% 1035
2023
Q4 		$51.6K Sell
828
-1,070
-56% -$63.8K ﹤0.01% 887
2023
Q3 		$107K Buy
1,898
+1,279
+207% +$77.6K 0.01% 549
2023
Q2 		$39.3K Buy
619
+11
+2% +$738 ﹤0.01% 927
2023
Q1 		$42.7K Buy
608
+32
+6% +$2.27K 0.01% 840
2022
Q4 		$39.7K Sell
576
-1,029
-64% -$70K 0.01% 843
2022
Q3 		$101K Buy
1,605
+139
+9% +$9.94K 0.02% 433
2022
Q2 		$109K Buy
1,466
+963
+191% +$72.4K 0.03% 353
2022
Q1 		$36K Buy
503
+3
+0.6% +$199 0.01% 530
2021
Q4 		$33K Buy
+500
New +$31.6K 0.01% 512

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Spire (SR) stake by 21% in Q2 2026, selling an estimated $48.4K and leaving 2,129 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1101.

EverSource Wealth Advisors first reported a position in SR in Q4 2021 and has held it in 19 quarters since. The position peaked at $244K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • EverSource Wealth Advisors held 2,129 shares of Spire worth $166K as of Q2 2026.
  • EverSource Wealth Advisors sold 563 Spire shares in Q2 2026, an estimated $48.4K.
  • Spire made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1101 holding.
  • EverSource Wealth Advisors first reported a position in Spire in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Spire position peaked at $244K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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