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

Gladstone Institutional Advisory's ES Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Eversource Energy (ES) stake by 17% in Q2 2026, selling an estimated $60.8K and leaving 4,170 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #739.

Gladstone Institutional Advisory first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $350K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Gladstone Institutional Advisory held 4,170 shares of Eversource Energy worth $301K as of Q2 2026.
  • Gladstone Institutional Advisory sold 878 Eversource Energy shares in Q2 2026, an estimated $60.8K.
  • Eversource Energy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #739 holding.
  • Gladstone Institutional Advisory first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's Eversource Energy position peaked at $350K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.