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Sovran Advisors’s Eversource Energy ES Stock Holding History

Sovran 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 		$256K Sell
3,616
-91
-2% -$6.43K 0.02% 492
2025
Q4 		$258K Buy
3,707
+851
+30% +$59.8K 0.02% 476
2025
Q3 		$211K Buy
+2,856
New +$187K 0.02% 503

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

Sovran Advisors's ES Position: Q1 2026 in Review

Sovran Advisors reduced its Eversource Energy (ES) stake by 2.5% in Q1 2026, selling an estimated $6.43K and leaving 3,616 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #492.

Sovran Advisors first reported a position in ES in Q3 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Sovran Advisors held 3,616 shares of Eversource Energy worth $256K as of Q1 2026.
  • Sovran Advisors sold 91 Eversource Energy shares in Q1 2026, an estimated $6.43K.
  • Eversource Energy made up 0.02% of Sovran Advisors's portfolio in Q1 2026, its #492 holding.
  • Sovran Advisors first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • Sovran Advisors's Eversource Energy position peaked at $258K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.