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San Luis Wealth Advisors’s Eversource Energy ES Stock Holding History

San Luis 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 		$1.07M Sell
14,850
-675
-4% -$46.7K 0.16% 93
2026
Q1 		$1.08M Buy
15,525
+2,610
+20% +$184K 0.18% 83
2025
Q4 		$870K Buy
12,915
+658
+5% +$46.2K 0.15% 103
2025
Q3 		$872K Buy
12,257
+1,041
+9% +$68.3K 0.16% 82
2025
Q2 		$714K Buy
11,216
+67
+0.6% +$4.13K 0.15% 75
2025
Q1 		$692K Buy
+11,149
New +$665K 0.16% 66
2022
Q2 		– Sell
-1,620
Closed -$147K – 184
2022
Q1 		$147K Buy
+1,620
New +$139K 0.07% 176
2020
Q4 		$370K Buy
+4,275
New +$381K 0.24% 102

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

San Luis Wealth Advisors's ES Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Eversource Energy (ES) stake by 4.3% in Q2 2026, selling an estimated $46.7K and leaving 14,850 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #93.

San Luis Wealth Advisors first reported a position in ES in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • San Luis Wealth Advisors held 14,850 shares of Eversource Energy worth $1.07M as of Q2 2026.
  • San Luis Wealth Advisors sold 675 Eversource Energy shares in Q2 2026, an estimated $46.7K.
  • Eversource Energy made up 0.16% of San Luis Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • San Luis Wealth Advisors first reported a position in Eversource Energy in Q4 2020 and has held it in 8 quarters since.
  • San Luis Wealth Advisors's Eversource Energy position peaked at $1.08M in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.