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J.W. Cole Advisors’s Eversource Energy ES Stock Holding History

J.W. Cole Advisors’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 		$929K Buy
12,851
+102
+0.8% +$7.06K 0.02% 775
2026
Q1 		$883K Buy
12,749
+310
+2% +$21.9K 0.03% 400
2025
Q4 		$655K Sell
12,439
-304
-2% -$21.3K 0.02% 799
2025
Q3 		$907K Sell
12,743
-113
-0.9% -$7.41K 0.02% 756
2025
Q2 		$818K Buy
12,856
+2,117
+20% +$130K 0.02% 739
2025
Q1 		$667K Buy
10,739
+5,936
+124% +$354K 0.02% 681
2024
Q4 		$276K Buy
4,803
+93
+2% +$5.8K 0.01% 809
2024
Q3 		$321K Buy
4,710
+4
+0.1% +$258 0.01% 747
2024
Q2 		$267K Sell
4,706
-1,182
-20% -$70.1K 0.01% 749
2024
Q1 		$352K Buy
5,888
+121
+2% +$6.96K 0.02% 636
2023
Q4 		$356K Buy
5,767
+109
+2% +$6.28K 0.02% 584
2023
Q3 		$329K Sell
5,658
-109
-2% -$7.27K 0.02% 538
2023
Q2 		$409K Buy
5,767
+438
+8% +$32.6K 0.03% 477
2023
Q1 		$417K Sell
5,329
-187
-3% -$14.8K 0.03% 488
2022
Q4 		$463K Buy
5,516
+12
+0.2% +$952 0.04% 441
2022
Q3 		$429K Buy
5,504
+52
+1% +$4.58K 0.04% 430
2022
Q2 		$461K Sell
5,452
-155
-3% -$13.8K 0.04% 428
2022
Q1 		$494K Sell
5,607
-745
-12% -$63.7K 0.03% 460
2021
Q4 		$578K Sell
6,352
-649
-9% -$55.8K 0.04% 415
2021
Q3 		$572K Buy
7,001
+1,362
+24% +$118K 0.04% 235
2021
Q2 		$452K Sell
5,639
-816
-13% -$68.7K 0.04% 461
2021
Q1 		$559K Buy
6,455
+740
+13% +$62.8K 0.05% 363
2020
Q4 		$494K Sell
5,715
-3,476
-38% -$310K 0.05% 348
2020
Q3 		$768K Buy
+9,191
New +$787K 0.06% 313
2020
Q1 		– Sell
-3,861
Closed -$328K – 212
2019
Q4 		$328K Buy
+3,861
New +$321K 0.04% 395

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

J.W. Cole Advisors's ES Position: Q2 2026 in Review

J.W. Cole Advisors increased its Eversource Energy (ES) stake by 0.8% in Q2 2026, buying an estimated $7.06K and bringing the position to 12,851 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #775.

J.W. Cole Advisors first reported a position in ES in Q4 2019 and has held it in 25 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • J.W. Cole Advisors held 12,851 shares of Eversource Energy worth $929K as of Q2 2026.
  • J.W. Cole Advisors bought 102 Eversource Energy shares in Q2 2026, an estimated $7.06K.
  • Eversource Energy made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #775 holding.
  • J.W. Cole Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 25 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.