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MONECO Advisors’s Eversource Energy ES Stock Holding History

MONECO 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 		$751K Buy
10,388
+997
+11% +$69K 0.05% 307
2026
Q1 		$651K Buy
9,391
+125
+1% +$8.83K 0.05% 262
2025
Q4 		$624K Buy
9,266
+1,531
+20% +$107K 0.05% 269
2025
Q3 		$550K Buy
7,735
+50
+0.7% +$3.28K 0.05% 285
2025
Q2 		$489K Buy
7,685
+38
+0.5% +$2.34K 0.05% 300
2025
Q1 		$475K Sell
7,647
-4
-0.1% -$239 0.05% 296
2024
Q4 		$439K Buy
7,651
+1,073
+16% +$66.9K 0.05% 301
2024
Q3 		$448K Buy
6,578
+2,338
+55% +$151K 0.06% 278
2024
Q2 		$240K Buy
4,240
+68
+2% +$4.03K 0.04% 368
2024
Q1 		$249K Buy
+4,172
New +$240K 0.04% 353
2023
Q3 		– Sell
-2,822
Closed -$200K – 340
2023
Q2 		$200K Sell
2,822
-46
-2% -$3.43K 0.05% 331
2023
Q1 		$224K Buy
+2,868
New +$227K 0.07% 293

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

MONECO Advisors's ES Position: Q2 2026 in Review

MONECO Advisors increased its Eversource Energy (ES) stake by 11% in Q2 2026, buying an estimated $69K and bringing the position to 10,388 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #307.

MONECO Advisors first reported a position in ES in Q1 2023 and has held it in 12 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • MONECO Advisors held 10,388 shares of Eversource Energy worth $751K as of Q2 2026.
  • MONECO Advisors bought 997 Eversource Energy shares in Q2 2026, an estimated $69K.
  • Eversource Energy made up 0.05% of MONECO Advisors's portfolio in Q2 2026, its #307 holding.
  • MONECO Advisors first reported a position in Eversource Energy in Q1 2023 and has held it in 12 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.