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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
Q2 		$274K Buy
3,637
+21
+0.6% +$1.45K 0.02% 508
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 $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

Sovran Advisors's ES Position: Q2 2026 in Review

Sovran Advisors increased its Eversource Energy (ES) stake by 0.58% in Q2 2026, buying an estimated $1.45K and bringing the position to 3,637 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #508.

Sovran Advisors first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sovran Advisors held 3,637 shares of Eversource Energy worth $274K as of Q2 2026.
  • Sovran Advisors bought 21 Eversource Energy shares in Q2 2026, an estimated $1.45K.
  • Eversource Energy made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #508 holding.
  • Sovran Advisors first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.