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Fortis Capital Advisors’s Eversource Energy ES Stock Holding History

Fortis Capital 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 		$259K Buy
+3,582
New +$248K 0.03% 353
2023
Q2 		– Sell
-55
Closed -$4.3K – 266
2023
Q1 		$4.3K Hold
55
– – ﹤0.01% 516
2022
Q4 		$4.61K Buy
+55
New +$4.36K ﹤0.01% 521

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortis Capital Advisors's ES Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 3,582 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in ES as recently as Q1 2023.

Fortis Capital Advisors first reported a position in ES in Q4 2022 and has held it in 3 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Fortis Capital Advisors held 3,582 shares of Eversource Energy worth $259K as of Q2 2026.
  • Eversource Energy was a new Fortis Capital Advisors position in Q2 2026.
  • Eversource Energy made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #353 holding.
  • Fortis Capital Advisors first reported a position in Eversource Energy in Q4 2022 and has held it in 3 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.