SAG
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SageView Advisory Group’s Eversource Energy ES Stock Holding History

SageView Advisory Group’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 		$276K Sell
3,813
-694
-15% -$48.1K 0.01% 519
2026
Q1 		$312K Buy
4,507
+11
+0.2% +$777 0.01% 461
2025
Q4 		$303K Sell
4,496
-95
-2% -$6.67K 0.01% 487
2025
Q3 		$327K Sell
4,591
-146
-3% -$9.57K 0.01% 490
2025
Q2 		$309K Buy
4,737
+895
+23% +$55.2K 0.01% 484
2025
Q1 		$239K Sell
3,842
-170
-4% -$10.1K 0.01% 536
2024
Q4 		$230K Sell
4,012
-282
-7% -$17.6K 0.01% 532
2024
Q3 		$292K Sell
4,294
-370
-8% -$23.9K 0.01% 406
2024
Q2 		$264K Sell
4,664
-2,862
-38% -$170K 0.01% 465
2024
Q1 		$450K Sell
7,526
-1,767
-19% -$102K 0.02% 348
2023
Q4 		$509K Buy
9,293
+801
+9% +$46.2K 0.02% 393
2023
Q3 		$494K Sell
8,492
-2,407
-22% -$160K 0.03% 331
2023
Q2 		$773K Sell
10,899
-13
-0.1% -$968 0.04% 268
2023
Q1 		$854K Buy
+10,912
New +$862K 0.05% 231

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

SageView Advisory Group's ES Position: Q2 2026 in Review

SageView Advisory Group reduced its Eversource Energy (ES) stake by 15% in Q2 2026, selling an estimated $48.1K and leaving 3,813 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #519.

SageView Advisory Group first reported a position in ES in Q1 2023 and has held it in 14 quarters since. The position peaked at $854K in Q1 2023. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • SageView Advisory Group held 3,813 shares of Eversource Energy worth $276K as of Q2 2026.
  • SageView Advisory Group sold 694 Eversource Energy shares in Q2 2026, an estimated $48.1K.
  • Eversource Energy made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #519 holding.
  • SageView Advisory Group first reported a position in Eversource Energy in Q1 2023 and has held it in 14 quarters since.
  • SageView Advisory Group's Eversource Energy position peaked at $854K in Q1 2023.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.