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Sowell Financial Services’s Eversource Energy ES Stock Holding History

Sowell Financial Services’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 		$213K Buy
+2,950
New +$204K 0.01% 1047
2023
Q2 		– Sell
-3,597
Closed -$282K – 633
2023
Q1 		$282K Buy
+3,597
New +$284K 0.02% 579
2021
Q2 		– Sell
-6,352
Closed -$536K – 1169
2021
Q1 		$536K Buy
6,352
+93
+1% +$7.89K 0.02% 618
2020
Q4 		$541K Buy
6,259
+249
+4% +$22.2K 0.02% 501
2020
Q3 		$502K Sell
6,010
-115
-2% -$9.85K 0.03% 468
2020
Q2 		$510K Sell
6,125
-4,519
-42% -$374K 0.03% 447
2020
Q1 		$832K Sell
10,644
-425
-4% -$37.3K 0.06% 278
2019
Q4 		$942K Buy
11,069
+4,511
+69% +$375K 0.07% 277
2019
Q3 		$561K Buy
+6,558
New +$521K 0.05% 380
2019
Q1 		$290K Buy
4,082
+1
+0% +$69 0.03% 458
2018
Q4 		$265K Buy
4,081
+574
+16% +$37.4K 0.04% 408
2018
Q3 		$215K Buy
+3,507
New +$215K 0.03% 318

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
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

Sowell Financial Services's ES Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Eversource Energy (ES) in Q2 2026: 2,950 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ES as recently as Q1 2023.

Sowell Financial Services first reported a position in ES in Q3 2018 and has held it in 12 quarters since. The position peaked at $942K in Q4 2019. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sowell Financial Services held 2,950 shares of Eversource Energy worth $213K as of Q2 2026.
  • Eversource Energy was a new Sowell Financial Services position in Q2 2026.
  • Eversource Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1047 holding.
  • Sowell Financial Services first reported a position in Eversource Energy in Q3 2018 and has held it in 12 quarters since.
  • Sowell Financial Services's Eversource Energy position peaked at $942K in Q4 2019.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.