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Physician Wealth Advisors’s Eversource Energy ES Stock Holding History

Physician 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 		$13.1K Buy
181
+38
+27% +$2.63K ﹤0.01% 803
2026
Q1 		$9.91K Buy
143
+16
+13% +$1.13K ﹤0.01% 798
2025
Q4 		$8.55K Sell
127
-58
-31% -$4.07K ﹤0.01% 822
2025
Q3 		$13.2K Buy
185
+85
+85% +$5.57K ﹤0.01% 673
2025
Q2 		$6.36K Buy
+100
New +$6.16K ﹤0.01% 747

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Physician Wealth Advisors increased its Eversource Energy (ES) stake by 27% in Q2 2026, buying an estimated $2.63K and bringing the position to 181 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Physician Wealth Advisors first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.2K in Q3 2025. 237 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Physician Wealth Advisors held 181 shares of Eversource Energy worth $13.1K as of Q2 2026.
  • Physician Wealth Advisors bought 38 Eversource Energy shares in Q2 2026, an estimated $2.63K.
  • Eversource Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #803 holding.
  • Physician Wealth Advisors first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Eversource Energy position peaked at $13.2K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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