Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Eversource Energy ES Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$267K Sell
4,156
-14
-0.3% -$997 0.01% 849
2026
Q2 		$301K Sell
4,170
-878
-17% -$60.8K 0.01% 739
2026
Q1 		$350K Buy
5,048
+112
+2% +$7.92K 0.01% 627
2025
Q4 		$332K Buy
4,936
+225
+5% +$15.8K 0.01% 608
2025
Q3 		$335K Buy
4,711
+190
+4% +$12.5K 0.01% 611
2025
Q2 		$288K Buy
+4,521
New +$279K 0.01% 618

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Gladstone Institutional Advisory's ES Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its Eversource Energy (ES) stake by 0.34% in Q3 2026, selling an estimated $997 and leaving 4,156 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #849.

Gladstone Institutional Advisory first reported a position in ES in Q2 2025 and has held it in 6 quarters since. The position peaked at $350K in Q1 2026. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Gladstone Institutional Advisory held 4,156 shares of Eversource Energy worth $267K as of Q3 2026.
  • Gladstone Institutional Advisory sold 14 Eversource Energy shares in Q3 2026, an estimated $997.
  • Eversource Energy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #849 holding.
  • Gladstone Institutional Advisory first reported a position in Eversource Energy in Q2 2025 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's Eversource Energy position peaked at $350K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.