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Mutual Advisors’s Eversource Energy ES Stock Holding History

Mutual 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 		$281K Buy
3,884
+869
+29% +$60.2K 0.01% 1198
2026
Q1 		$209K Buy
+3,015
New +$213K ﹤0.01% 1259
2019
Q4 		– Sell
-3,172
Closed -$271K – 600
2019
Q3 		$271K Sell
3,172
-95
-3% -$7.55K 0.04% 446
2019
Q2 		$248K Hold
3,267
– – 0.03% 485
2019
Q1 		$232K Buy
3,267
+100
+3% +$6.89K 0.03% 416
2018
Q4 		$206K Buy
+3,167
New +$206K 0.04% 395
2018
Q1 		– Sell
-3,167
Closed -$200K – 390
2017
Q4 		$200K Buy
+3,167
New +$200K 0.08% 275

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

Mutual Advisors's ES Position: Q2 2026 in Review

Mutual Advisors increased its Eversource Energy (ES) stake by 29% in Q2 2026, buying an estimated $60.2K and bringing the position to 3,884 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1198.

Mutual Advisors first reported a position in ES in Q4 2017 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Mutual Advisors held 3,884 shares of Eversource Energy worth $281K as of Q2 2026.
  • Mutual Advisors bought 869 Eversource Energy shares in Q2 2026, an estimated $60.2K.
  • Eversource Energy made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1198 holding.
  • Mutual Advisors first reported a position in Eversource Energy in Q4 2017 and has held it in 7 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.