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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gladstone Institutional Advisory's ES Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Eversource Energy (ES) stake by 2.3% in Q1 2026, buying an estimated $7.92K and bringing the position to 5,048 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #627.

Gladstone Institutional Advisory first reported a position in ES in Q2 2025 and has held it in 4 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Gladstone Institutional Advisory held 5,048 shares of Eversource Energy worth $350K as of Q1 2026.
  • Gladstone Institutional Advisory bought 112 Eversource Energy shares in Q1 2026, an estimated $7.92K.
  • Eversource Energy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #627 holding.
  • Gladstone Institutional Advisory first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.