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New England Capital Financial Advisors’s Eversource Energy ES Stock Holding History

New England Capital Financial 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 		$641K Buy
8,865
+11
+0.1% +$762 0.15% 32
2026
Q1 		$613K Sell
8,854
-60
-0.7% -$4.24K 0.17% 30
2025
Q4 		$600K Buy
8,914
+25
+0.3% +$1.75K 0.23% 32
2025
Q3 		$632K Buy
8,889
+23
+0.3% +$1.51K 0.27% 30
2025
Q2 		$564K Buy
8,866
+26
+0.3% +$1.6K 0.26% 31
2025
Q1 		$549K Buy
8,840
+343
+4% +$20.5K 0.28% 28
2024
Q4 		$488K Sell
8,497
-448
-5% -$27.9K 0.24% 32
2024
Q3 		$609K Sell
8,945
-435
-5% -$28.1K 0.32% 27
2024
Q2 		$532K Buy
9,380
+597
+7% +$35.4K 0.3% 27
2024
Q1 		$525K Sell
8,783
-525
-6% -$30.2K 0.3% 26
2023
Q4 		$575K Sell
9,308
-95
-1% -$5.48K 0.35% 25
2023
Q3 		$547K Buy
9,403
+77
+0.8% +$5.13K 0.38% 22
2023
Q2 		$661K Sell
9,326
-301
-3% -$22.4K 0.44% 22
2023
Q1 		$753K Buy
9,627
+25
+0.3% +$1.98K 0.53% 21
2022
Q4 		$766K Buy
+9,602
New +$762K 0.54% 21

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

New England Capital Financial Advisors's ES Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Eversource Energy (ES) stake by 0.12% in Q2 2026, buying an estimated $762 and bringing the position to 8,865 shares worth $641K. The position accounts for 0.15% of the portfolio, ranked #32.

New England Capital Financial Advisors first reported a position in ES in Q4 2022 and has held it in 15 quarters since. The position peaked at $766K in Q4 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • New England Capital Financial Advisors held 8,865 shares of Eversource Energy worth $641K as of Q2 2026.
  • New England Capital Financial Advisors bought 11 Eversource Energy shares in Q2 2026, an estimated $762.
  • Eversource Energy made up 0.15% of New England Capital Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • New England Capital Financial Advisors first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Eversource Energy position peaked at $766K in Q4 2022.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.