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Soltis Investment Advisors’s Eversource Energy ES Stock Holding History

Soltis Investment 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 		$8.53M Buy
118,065
+13,061
+12% +$904K 0.47% 53
2026
Q1 		$7.27M Buy
105,004
+7,366
+8% +$521K 0.46% 55
2025
Q4 		$6.57M Buy
97,638
+4,632
+5% +$325K 0.43% 59
2025
Q3 		$6.62M Buy
93,006
+3,759
+4% +$246K 0.46% 56
2025
Q2 		$5.68M Buy
89,247
+7,203
+9% +$444K 0.45% 59
2025
Q1 		$5.1M Buy
82,044
+9,443
+13% +$563K 0.46% 62
2024
Q4 		$4.17M Buy
72,601
+19,465
+37% +$1.21M 0.39% 70
2024
Q3 		$3.62M Buy
+53,136
New +$3.43M 0.35% 83

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Soltis Investment Advisors's ES Position: Q2 2026 in Review

Soltis Investment Advisors increased its Eversource Energy (ES) stake by 12% in Q2 2026, buying an estimated $904K and bringing the position to 118,065 shares worth $8.53M. The position accounts for 0.47% of the portfolio, ranked #53.

Soltis Investment Advisors first reported a position in ES in Q3 2024 and has held it in 8 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Soltis Investment Advisors held 118,065 shares of Eversource Energy worth $8.53M as of Q2 2026.
  • Soltis Investment Advisors bought 13,061 Eversource Energy shares in Q2 2026, an estimated $904K.
  • Eversource Energy made up 0.47% of Soltis Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Soltis Investment Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.