Heritage Wealth Advisors’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
Q2 | $65K | Hold |
900
| – | – | ﹤0.01% | 309 |
|
|
2026
Q1 | $62.4K | Hold |
900
| – | – | ﹤0.01% | 299 |
|
|
2025
Q4 | $60.6K | Hold |
900
| – | – | ﹤0.01% | 304 |
|
|
2025
Q3 | $64K | Hold |
900
| – | – | ﹤0.01% | 281 |
|
|
2025
Q2 | $57.3K | Buy |
900
+100
| +13% | +$6.16K | ﹤0.01% | 288 |
|
|
2025
Q1 | $49.7K | Buy |
800
+113
| +16% | +$6.74K | ﹤0.01% | 303 |
|
|
2024
Q4 | $39.5K | Buy |
687
+15
| +2% | +$935 | ﹤0.01% | 336 |
|
|
2024
Q3 | $45.7K | Buy |
672
+172
| +34% | +$11.1K | ﹤0.01% | 335 |
|
|
2024
Q2 | $28.4K | Buy |
500
+100
| +25% | +$5.93K | ﹤0.01% | 358 |
|
|
2024
Q1 | $23.9K | Hold |
400
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $24.7K | Buy |
+400
| New | +$23.1K | ﹤0.01% | 392 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$14.2K | – | 542 |
|
|
2023
Q2 | $14.2K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $15.7K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $16.8K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $15.6K | Sell |
200
-400
| -67% | -$35.3K | ﹤0.01% | 398 |
|
|
2022
Q2 | $51K | Hold |
600
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $53K | Hold |
600
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $55K | Hold |
600
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $49.1K | Hold |
600
| – | – | ﹤0.01% | 321 |
|
|
2021
Q2 | $48.1K | Hold |
600
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $52K | Sell |
600
-145
| -19% | -$12.3K | ﹤0.01% | 330 |
|
|
2020
Q4 | $64K | Hold |
745
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $62.2K | Hold |
745
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $62K | Sell |
745
-8
| -1% | -$662 | 0.01% | 243 |
|
|
2020
Q1 | $58.9K | Hold |
753
| – | – | 0.01% | 242 |
|
|
2019
Q4 | $64.1K | Hold |
753
| – | – | 0.01% | 278 |
|
|
2019
Q3 | $64K | Hold |
753
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $57K | Hold |
753
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $53.4K | Buy |
753
+545
| +262% | +$37.5K | 0.01% | 222 |
|
|
2018
Q4 | $13K | Hold |
208
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $12K | Buy |
+208
| New | +$12.7K | ﹤0.01% | 292 |
|
Other funds holding ES
Heritage Wealth Advisors's ES Position: Q2 2026 in Review
Heritage Wealth Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 900 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #309.
Heritage Wealth Advisors first reported a position in ES in Q3 2018 and has held it in 31 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.
- Heritage Wealth Advisors held 900 shares of Eversource Energy worth $65K as of Q2 2026.
- Heritage Wealth Advisors left its Eversource Energy share count unchanged in Q2 2026.
- Eversource Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #309 holding.
- Heritage Wealth Advisors first reported a position in Eversource Energy in Q3 2018 and has held it in 31 quarters since.
- 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.