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Opal Wealth Advisors’s Eversource Energy ES Stock Holding History

Opal Wealth 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 		– Sell
-1,653
Closed -$115K – 348
2026
Q1 		$115K Buy
+1,653
New +$117K 0.03% 267
2025
Q3 		– Sell
-1,657
Closed -$105K – 314
2025
Q2 		$105K Sell
1,657
-6
-0.4% -$370 0.03% 266
2025
Q1 		$103K Buy
+1,663
New +$99.2K 0.03% 268
2024
Q3 		– Sell
-1,686
Closed -$95.6K – 506
2024
Q2 		$95.6K Buy
+1,686
New +$100K 0.03% 277

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

Opal Wealth Advisors's ES Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 1,653 shares — an estimated $115K sold.

Opal Wealth Advisors first reported a position in ES in Q2 2024 and held it in 4 quarters. The position peaked at $115K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,653 Eversource Energy shares in Q2 2026, an estimated $115K.
  • Opal Wealth Advisors first reported a position in Eversource Energy in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Eversource Energy position peaked at $115K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.