HBK Sorce Advisory’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $292K | Sell |
4,391
-935
| -18% | -$66.1K | 0.01% | 501 |
|
|
2025
Q4 | $359K | Sell |
5,326
-4
| -0.1% | -$281 | 0.01% | 441 |
|
|
2025
Q3 | $385K | Buy |
5,330
+39
| +0.7% | +$2.56K | 0.01% | 410 |
|
|
2025
Q2 | $337K | Sell |
5,291
-143
| -3% | -$8.81K | 0.01% | 432 |
|
|
2025
Q1 | $338K | Sell |
5,434
-431
| -7% | -$25.7K | 0.01% | 424 |
|
|
2024
Q4 | $337K | Sell |
5,865
-65
| -1% | -$4.05K | 0.01% | 421 |
|
|
2024
Q3 | $404K | Buy |
5,930
+111
| +2% | +$7.17K | 0.01% | 390 |
|
|
2024
Q2 | $330K | Buy |
5,819
+410
| +8% | +$24.3K | 0.01% | 418 |
|
|
2024
Q1 | $323K | Sell |
5,409
-70
| -1% | -$4.02K | 0.01% | 429 |
|
|
2023
Q4 | $338K | Buy |
5,479
+546
| +11% | +$31.5K | 0.01% | 395 |
|
|
2023
Q3 | $287K | Sell |
4,933
-121
| -2% | -$8.07K | 0.01% | 426 |
|
|
2023
Q2 | $358K | Sell |
5,054
-143
| -3% | -$10.6K | 0.02% | 399 |
|
|
2023
Q1 | $407K | Sell |
5,197
-4,379
| -46% | -$346K | 0.02% | 373 |
|
|
2022
Q4 | $803K | Buy |
9,576
+4,893
| +104% | +$388K | 0.02% | 329 |
|
|
2022
Q3 | $365K | Buy |
4,683
+61
| +1% | +$5.38K | 0.02% | 322 |
|
|
2022
Q2 | $390K | Buy |
4,622
+77
| +2% | +$6.84K | 0.03% | 282 |
|
|
2022
Q1 | $401K | Sell |
4,545
-1,421
| -24% | -$122K | 0.02% | 336 |
|
|
2021
Q4 | $543K | Buy |
5,966
+26
| +0.4% | +$2.24K | 0.03% | 311 |
|
|
2021
Q3 | $486K | Sell |
5,940
-424
| -7% | -$36.8K | 0.03% | 322 |
|
|
2021
Q2 | $511K | Sell |
6,364
-184
| -3% | -$15.5K | 0.03% | 313 |
|
|
2021
Q1 | $567K | Sell |
6,548
-133
| -2% | -$11.3K | 0.03% | 277 |
|
|
2020
Q4 | $578K | Sell |
6,681
-126
| -2% | -$11.2K | 0.04% | 255 |
|
|
2020
Q3 | $569K | Buy |
6,807
+576
| +9% | +$49.3K | 0.04% | 237 |
|
|
2020
Q2 | $519K | Buy |
6,231
+329
| +6% | +$27.2K | 0.04% | 245 |
|
|
2020
Q1 | $462K | Buy |
5,902
+99
| +2% | +$8.69K | 0.04% | 215 |
|
|
2019
Q4 | $494K | Buy |
5,803
+445
| +8% | +$37K | 0.04% | 268 |
|
|
2019
Q3 | $458K | Buy |
5,358
+115
| +2% | +$9.14K | 0.04% | 262 |
|
|
2019
Q2 | $397K | Buy |
5,243
+110
| +2% | +$8.05K | 0.04% | 279 |
|
|
2019
Q1 | $364K | Buy |
5,133
+129
| +3% | +$8.88K | 0.04% | 302 |
|
|
2018
Q4 | $325K | Sell |
5,004
-2,683
| -35% | -$175K | 0.04% | 285 |
|
|
2018
Q3 | $472K | Sell |
7,687
-7
| -0.1% | -$428 | 0.05% | 228 |
|
|
2018
Q2 | $451K | Buy |
7,694
+523
| +7% | +$30.1K | 0.05% | 239 |
|
|
2018
Q1 | $423K | Buy |
7,171
+173
| +2% | +$10.2K | 0.05% | 238 |
|
|
2017
Q4 | $442K | Sell |
6,998
-99
| -1% | -$6.26K | 0.05% | 241 |
|
|
2017
Q3 | $429K | Buy |
7,097
+139
| +2% | +$8.57K | 0.06% | 194 |
|
|
2017
Q2 | $422K | Sell |
6,958
-125
| -2% | -$7.59K | 0.07% | 191 |
|
|
2017
Q1 | $416K | Buy |
7,083
+1,041
| +17% | +$59.2K | 0.07% | 189 |
|
|
2016
Q4 | $334K | Buy |
6,042
+163
| +3% | +$8.71K | 0.06% | 208 |
|
|
2016
Q3 | $319K | Buy |
5,879
+681
| +13% | +$38.4K | 0.06% | 202 |
|
|
2016
Q2 | $311K | Hold |
5,198
| – | – | 0.07% | 197 |
|
|
2016
Q1 | $303K | Sell |
5,198
-7,930
| -60% | -$433K | 0.07% | 182 |
|
|
2015
Q4 | $670K | Sell |
13,128
-147
| -1% | -$7.48K | 0.18% | 90 |
|
|
2015
Q3 | $672K | Buy |
13,275
+200
| +2% | +$9.63K | 0.22% | 70 |
|
|
2015
Q2 | $594K | Buy |
13,075
+1
| +0% | +$48 | 0.2% | 84 |
|
|
2015
Q1 | $660K | Buy |
13,074
+1
| +0% | +$53 | 0.22% | 71 |
|
|
2014
Q4 | $700K | Buy |
13,073
+1
| +0% | +$50 | 0.24% | 73 |
|
|
2014
Q3 | $579K | Sell |
13,072
-649
| -5% | -$29.2K | 0.21% | 73 |
|
|
2014
Q2 | $649K | Buy |
13,721
+1,163
| +9% | +$53.3K | 0.23% | 66 |
|
|
2014
Q1 | $571K | Sell |
12,558
-3
| -0% | -$131 | 0.21% | 75 |
|
|
2013
Q4 | $532K | Hold |
12,561
| – | – | 0.19% | 74 |
|
|
2013
Q3 | $518K | Sell |
12,561
-12,561
| -50% | -$531K | 0.21% | 72 |
|
|
2013
Q2 | $1.06M | Buy |
+25,122
| New | +$1.09M | 0.23% | 69 |
|
Other funds holding ES
VCM
VPM
MAM
HBK Sorce Advisory's ES Position: Q1 2026 in Review
HBK Sorce Advisory reduced its Eversource Energy (ES) stake by 18% in Q1 2026, selling an estimated $66.1K and leaving 4,391 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #501.
HBK Sorce Advisory first reported a position in ES in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.06M in Q2 2013. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- HBK Sorce Advisory held 4,391 shares of Eversource Energy worth $292K as of Q1 2026.
- HBK Sorce Advisory sold 935 Eversource Energy shares in Q1 2026, an estimated $66.1K.
- Eversource Energy made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #501 holding.
- HBK Sorce Advisory first reported a position in Eversource Energy in Q2 2013 and has held it in 52 quarters since.
- HBK Sorce Advisory's Eversource Energy position peaked at $1.06M in Q2 2013.
- 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.