KAS
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Kestra Advisory Services’s Eversource Energy ES Stock Holding History

Kestra Advisory Services’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 		$2.78M Buy
40,149
+16,257
+68% +$1.15M 0.01% 1107
2025
Q4 		$1.61M Buy
23,892
+5,271
+28% +$370K 0.01% 1348
2025
Q3 		$1.32M Sell
18,621
-667
-3% -$43.7K 0.01% 1401
2025
Q2 		$1.23M Buy
19,288
+487
+3% +$30K 0.01% 1357
2025
Q1 		$1.17M Sell
18,801
-97
-0.5% -$5.79K 0.01% 1302
2024
Q4 		$1.09M Buy
18,898
+1,497
+9% +$93.3K 0.01% 1373
2024
Q3 		$1.18M Sell
17,401
-1,573
-8% -$102K 0.01% 1229
2024
Q2 		$1.08M Buy
18,974
+3,232
+21% +$192K 0.01% 1271
2024
Q1 		$941K Buy
15,742
+878
+6% +$50.5K 0.01% 1280
2023
Q4 		$917K Buy
14,864
+623
+4% +$35.9K 0.01% 1168
2023
Q3 		$828K Buy
14,241
+1,909
+15% +$127K 0.01% 1092
2023
Q2 		$875K Sell
12,332
-1,227
-9% -$91.4K 0.01% 1039
2023
Q1 		$1.06M Sell
13,559
-11,154
-45% -$881K 0.01% 916
2022
Q4 		$2.07M Buy
24,713
+938
+4% +$74.4K 0.02% 732
2022
Q3 		$1.85M Buy
23,775
+1,598
+7% +$141K 0.02% 698
2022
Q2 		$1.87M Buy
22,177
+3,455
+18% +$307K 0.02% 697
2022
Q1 		$1.65M Sell
18,722
-550
-3% -$47K 0.02% 742
2021
Q4 		$1.75M Buy
19,272
+356
+2% +$30.6K 0.02% 739
2021
Q3 		$1.55M Sell
18,916
-1,506
-7% -$131K 0.02% 808
2021
Q2 		$1.64M Sell
20,422
-2,055
-9% -$173K 0.02% 728
2021
Q1 		$1.95M Buy
22,477
+3,768
+20% +$320K 0.02% 612
2020
Q4 		$1.6M Buy
18,709
+7,535
+67% +$671K 0.02% 677
2020
Q3 		$934K Buy
+11,174
New +$957K 0.02% 639

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

Kestra Advisory Services's ES Position: Q1 2026 in Review

Kestra Advisory Services increased its Eversource Energy (ES) stake by 68% in Q1 2026, buying an estimated $1.15M and bringing the position to 40,149 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #1107.

Kestra Advisory Services first reported a position in ES in Q3 2020 and has held it in 23 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Kestra Advisory Services held 40,149 shares of Eversource Energy worth $2.78M as of Q1 2026.
  • Kestra Advisory Services bought 16,257 Eversource Energy shares in Q1 2026, an estimated $1.15M.
  • Eversource Energy made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1107 holding.
  • Kestra Advisory Services first reported a position in Eversource Energy in Q3 2020 and has held it in 23 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.