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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
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 $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

Opal Wealth Advisors's ES Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Eversource Energy (ES) in Q1 2026: 1,653 shares worth $115K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ES as recently as Q2 2025.

Opal Wealth Advisors first reported a position in ES in Q2 2024 and has held it in 4 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Opal Wealth Advisors held 1,653 shares of Eversource Energy worth $115K as of Q1 2026.
  • Eversource Energy was a new Opal Wealth Advisors position in Q1 2026.
  • Eversource Energy made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • Opal Wealth Advisors first reported a position in Eversource Energy in Q2 2024 and has held it in 4 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.