Fifth Third Wealth Advisors’s Eversource Energy ES Stock Holding History

Fifth Third Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	3,809 -41	-1%	-$2.84K	0.01%	753
2026 Q1	$267K	Buy	3,850 +37	+1%	+$2.62K	0.01%	654
2025 Q4	$257K	Sell	3,813 -117	-3%	-$8.21K	0.01%	647
2025 Q3	$280K	Buy	3,930 +89	+2%	+$5.83K	0.01%	590
2025 Q2	$244K	Sell	3,841 -517	-12%	-$31.9K	0.01%	619
2025 Q1	$271K	Buy	+4,358	New	+$260K	0.01%	530
2024 Q4	–	Sell	-3,514	Closed	-$239K	–	737
2024 Q3	$239K	Sell	3,514 -135	-4%	-$8.72K	0.01%	563
2024 Q2	$207K	Buy	+3,649	New	+$216K	0.02%	589

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fifth Third Wealth Advisors's ES Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Eversource Energy (ES) stake by 1.1% in Q2 2026, selling an estimated $2.84K and leaving 3,809 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #753.

Fifth Third Wealth Advisors first reported a position in ES in Q2 2024 and has held it in 8 quarters since. The position peaked at $280K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Fifth Third Wealth Advisors held 3,809 shares of Eversource Energy worth $275K as of Q2 2026.
Fifth Third Wealth Advisors sold 41 Eversource Energy shares in Q2 2026, an estimated $2.84K.
Eversource Energy made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #753 holding.
Fifth Third Wealth Advisors first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
Fifth Third Wealth Advisors's Eversource Energy position peaked at $280K in Q3 2025.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.