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Sequoia Financial Advisors’s Eversource Energy ES Stock Holding History

Sequoia Financial 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 		$3.01M Buy
41,640
+12,688
+44% +$879K 0.02% 475
2026
Q1 		$2.01M Buy
28,952
+3,503
+14% +$248K 0.01% 600
2025
Q4 		$1.71M Buy
25,449
+4,625
+22% +$325K 0.01% 637
2025
Q3 		$1.48M Buy
20,824
+1,156
+6% +$75.8K 0.01% 623
2025
Q2 		$1.25M Sell
19,668
-544
-3% -$33.5K 0.01% 610
2025
Q1 		$1.26M Buy
20,212
+2,010
+11% +$120K 0.01% 547
2024
Q4 		$1.05M Buy
18,202
+993
+6% +$61.9K 0.01% 568
2024
Q3 		$1.17M Sell
17,209
-169
-1% -$10.9K 0.01% 500
2024
Q2 		$986K Buy
17,378
+718
+4% +$42.6K 0.01% 487
2024
Q1 		$996K Buy
16,660
+6,315
+61% +$363K 0.01% 479
2023
Q4 		$638K Buy
10,345
+5,942
+135% +$343K 0.01% 667
2023
Q3 		$256K Buy
4,403
+1,185
+37% +$79K ﹤0.01% 751
2023
Q2 		$228K Sell
3,218
-1,193
-27% -$88.8K ﹤0.01% 807
2023
Q1 		$345K Buy
4,411
+244
+6% +$19.3K 0.01% 581
2022
Q4 		$349K Buy
4,167
+713
+21% +$56.5K 0.01% 536
2022
Q3 		$269K Sell
3,454
-51
-1% -$4.5K 0.01% 417
2022
Q2 		$296K Buy
3,505
+205
+6% +$18.2K 0.01% 442
2022
Q1 		$291K Buy
3,300
+683
+26% +$58.4K 0.01% 509
2021
Q4 		$238K Buy
+2,617
New +$225K 0.01% 504
2021
Q2 		– Sell
-2,942
Closed -$255K – 480
2021
Q1 		$255K Buy
+2,942
New +$250K 0.01% 379

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Sequoia Financial Advisors's ES Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Eversource Energy (ES) stake by 44% in Q2 2026, buying an estimated $879K and bringing the position to 41,640 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #475.

Sequoia Financial Advisors first reported a position in ES in Q1 2021 and has held it in 20 quarters since. 1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sequoia Financial Advisors held 41,640 shares of Eversource Energy worth $3.01M as of Q2 2026.
  • Sequoia Financial Advisors bought 12,688 Eversource Energy shares in Q2 2026, an estimated $879K.
  • Eversource Energy made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #475 holding.
  • Sequoia Financial Advisors first reported a position in Eversource Energy in Q1 2021 and has held it in 20 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.