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Sanctuary Advisors’s Eversource Energy ES Stock Holding History

Sanctuary 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
Q1 		$8.19M Buy
118,262
+11,127
+10% +$786K 0.04% 423
2025
Q4 		$7.21M Buy
107,135
+16,291
+18% +$1.14M 0.04% 445
2025
Q3 		$6.46M Buy
90,844
+1,661
+2% +$109K 0.04% 456
2025
Q2 		$5.67M Buy
89,183
+3,121
+4% +$192K 0.04% 470
2025
Q1 		$5.35M Buy
86,062
+67,367
+360% +$4.02M 0.04% 446
2024
Q4 		$1.07M Sell
18,695
-2,663
-12% -$166K 0.01% 1221
2024
Q3 		$1.35M Buy
21,358
+5,203
+32% +$336K 0.01% 1100
2024
Q2 		$961K Buy
+16,155
New +$958K 0.01% 1218

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanctuary Advisors's ES Position: Q1 2026 in Review

Sanctuary Advisors increased its Eversource Energy (ES) stake by 10% in Q1 2026, buying an estimated $786K and bringing the position to 118,262 shares worth $8.19M. The position accounts for 0.04% of the portfolio, ranked #423.

Sanctuary Advisors first reported a position in ES in Q2 2024 and has held it in 8 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Sanctuary Advisors held 118,262 shares of Eversource Energy worth $8.19M as of Q1 2026.
  • Sanctuary Advisors bought 11,127 Eversource Energy shares in Q1 2026, an estimated $786K.
  • Eversource Energy made up 0.04% of Sanctuary Advisors's portfolio in Q1 2026, its #423 holding.
  • Sanctuary Advisors first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.