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Independent Advisor Alliance’s Eversource Energy ES Stock Holding History

Independent Advisor Alliance’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 		$753K Buy
10,415
+209
+2% +$14.5K 0.02% 534
2026
Q1 		$707K Sell
10,206
-160
-2% -$11.3K 0.01% 985
2025
Q4 		$698K Sell
10,366
-353
-3% -$24.8K 0.02% 566
2025
Q3 		$763K Sell
10,719
-249
-2% -$16.3K 0.02% 507
2025
Q2 		$698K Buy
10,968
+64
+0.6% +$3.94K 0.02% 495
2025
Q1 		$677K Buy
10,904
+6,783
+165% +$405K 0.02% 452
2024
Q4 		$237K Buy
4,121
+151
+4% +$9.41K ﹤0.01% 1236
2024
Q3 		$270K Sell
3,970
-1,476
-27% -$95.4K 0.01% 595
2024
Q2 		$309K Buy
5,446
+216
+4% +$12.8K 0.01% 566
2024
Q1 		$313K Sell
5,230
-1,650
-24% -$94.9K 0.01% 558
2023
Q4 		$425K Sell
6,880
-322
-4% -$18.6K 0.02% 469
2023
Q3 		$419K Buy
7,202
+318
+5% +$21.2K 0.02% 453
2023
Q2 		$488K Buy
6,884
+216
+3% +$16.1K 0.02% 435
2023
Q1 		$522K Buy
+6,668
New +$527K 0.03% 418
2022
Q4 		– Sell
-6,445
Closed -$502K – 489
2022
Q3 		$502K Buy
6,445
+611
+10% +$53.8K 0.03% 373
2022
Q2 		$493K Sell
5,834
-1,047
-15% -$93K 0.03% 370
2022
Q1 		$607K Buy
6,881
+137
+2% +$11.7K 0.03% 355
2021
Q4 		$614K Buy
6,744
+106
+2% +$9.12K 0.03% 345
2021
Q3 		$543K Buy
6,638
+139
+2% +$12.1K 0.03% 358
2021
Q2 		$521K Buy
6,499
+546
+9% +$46K 0.03% 386
2021
Q1 		$515K Sell
5,953
-1,433
-19% -$122K 0.03% 367
2020
Q4 		$639K Buy
7,386
+786
+12% +$70K 0.04% 297
2020
Q3 		$551K Sell
6,600
-95
-1% -$8.13K 0.04% 267
2020
Q2 		$558K Buy
6,695
+15
+0.2% +$1.24K 0.06% 252
2020
Q1 		$522K Buy
6,680
+1,108
+20% +$97.2K 0.08% 207
2019
Q4 		$474K Buy
5,572
+1,045
+23% +$86.9K 0.02% 546
2019
Q3 		$387K Sell
4,527
-49
-1% -$3.9K 0.05% 287
2019
Q2 		$347K Buy
4,576
+3
+0.1% +$220 0.05% 271
2019
Q1 		$324K Buy
4,573
+400
+10% +$27.5K 0.05% 300
2018
Q4 		$271K Buy
+4,173
New +$272K 0.05% 310

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Independent Advisor Alliance's ES Position: Q2 2026 in Review

Independent Advisor Alliance increased its Eversource Energy (ES) stake by 2% in Q2 2026, buying an estimated $14.5K and bringing the position to 10,415 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #534.

Independent Advisor Alliance first reported a position in ES in Q4 2018 and has held it in 30 quarters since. The position peaked at $763K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Independent Advisor Alliance held 10,415 shares of Eversource Energy worth $753K as of Q2 2026.
  • Independent Advisor Alliance bought 209 Eversource Energy shares in Q2 2026, an estimated $14.5K.
  • Eversource Energy made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #534 holding.
  • Independent Advisor Alliance first reported a position in Eversource Energy in Q4 2018 and has held it in 30 quarters since.
  • Independent Advisor Alliance's Eversource Energy position peaked at $763K in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.