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Provenance Wealth Advisors’s Eversource Energy ES Stock Holding History

Provenance 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 		$2.75K Buy
+38
New +$2.63K ﹤0.01% 428
2025
Q4 		– Sell
-45
Closed -$3.2K – 431
2025
Q3 		$3.2K Hold
45
– – ﹤0.01% 377
2025
Q2 		$2.86K Hold
45
– – ﹤0.01% 371
2025
Q1 		$2.79K Hold
45
– – ﹤0.01% 380
2024
Q4 		$2.58K Hold
45
– – ﹤0.01% 409
2024
Q3 		$3.06K Buy
+45
New +$2.91K ﹤0.01% 431
2024
Q2 		– Sell
-45
Closed -$2.69K – 523
2024
Q1 		$2.69K Buy
+45
New +$2.59K ﹤0.01% 386

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

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

Provenance Wealth Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 38 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in ES as recently as Q3 2025.

Provenance Wealth Advisors first reported a position in ES in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.2K in Q3 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Provenance Wealth Advisors held 38 shares of Eversource Energy worth $2.75K as of Q2 2026.
  • Eversource Energy was a new Provenance Wealth Advisors position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #428 holding.
  • Provenance Wealth Advisors first reported a position in Eversource Energy in Q1 2024 and has held it in 7 quarters since.
  • Provenance Wealth Advisors's Eversource Energy position peaked at $3.2K in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.