Portus Wealth Advisors’s Eversource Energy ES Stock Holding History

Portus 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	-5	Closed	-$346	–	202
2026 Q1	$346	Buy	+5	New	+$353	﹤0.01%	511

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 5 shares — an estimated $346 sold.

Portus Wealth Advisors first reported a position in ES in Q1 2026 and held it in 1 quarter. The position peaked at $346 in Q1 2026. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Portus Wealth Advisors reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 5 Eversource Energy shares in Q2 2026, an estimated $346.
Portus Wealth Advisors first reported a position in Eversource Energy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Eversource Energy position peaked at $346 in Q1 2026.
1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.