SWA
ES icon

Stratos Wealth Advisors’s Eversource Energy ES Stock Holding History

Stratos Wealth 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 		$1.85M Buy
25,663
+124
+0.5% +$8.59K 0.1% 197
2026
Q1 		$1.77M Buy
25,539
+100
+0.4% +$7.07K 0.11% 193
2025
Q4 		$1.71M Buy
25,439
+39
+0.2% +$2.74K 0.08% 233
2025
Q3 		$1.81M Sell
25,400
-166
-0.6% -$10.9K 0.09% 234
2025
Q2 		$1.63M Buy
25,566
+80
+0.3% +$4.93K 0.09% 244
2025
Q1 		$1.58M Buy
25,486
+65
+0.3% +$3.88K 0.09% 235
2024
Q4 		$1.46M Buy
25,421
+141
+0.6% +$8.79K 0.07% 271
2024
Q3 		$1.72M Buy
25,280
+104
+0.4% +$6.72K 0.08% 266
2024
Q2 		$1.43M Sell
25,176
-5,344
-18% -$317K 0.07% 271
2024
Q1 		$1.82M Buy
30,520
+1,832
+6% +$105K 0.11% 211
2023
Q4 		$1.77M Buy
28,688
+10,566
+58% +$609K 0.1% 240
2023
Q3 		$1.05M Buy
18,122
+18
+0.1% +$1.2K 0.07% 293
2023
Q2 		$1.28M Sell
18,104
-317
-2% -$23.6K 0.09% 251
2023
Q1 		$1.44M Sell
18,421
-541
-3% -$42.7K 0.11% 227
2022
Q4 		$1.59M Sell
18,962
-50
-0.3% -$3.97K 0.13% 210
2022
Q3 		$1.48M Buy
19,012
+264
+1% +$23.3K 0.16% 187
2022
Q2 		$1.58M Buy
18,748
+108
+0.6% +$9.6K 0.14% 186
2022
Q1 		$1.64M Buy
18,640
+54
+0.3% +$4.62K 0.13% 192
2021
Q4 		$1.69M Sell
18,586
-6
-0% -$516 0.12% 208
2021
Q3 		$1.52M Buy
18,592
+7,155
+63% +$621K 0.13% 199
2021
Q2 		$918K Buy
11,437
+366
+3% +$30.8K 0.08% 248
2021
Q1 		$959K Buy
11,071
+319
+3% +$27.1K 0.1% 212
2020
Q4 		$930K Sell
10,752
-1
-0% -$89 0.13% 173
2020
Q3 		$898K Sell
10,753
-474
-4% -$40.6K 0.22% 119
2020
Q2 		$935K Buy
11,227
+534
+5% +$44.2K 0.29% 85
2020
Q1 		$836K Buy
10,693
+8
+0.1% +$702 0.59% 42
2019
Q4 		$909K Buy
10,685
+6,275
+142% +$522K 0.52% 45
2019
Q3 		$377K Sell
4,410
-29
-0.7% -$2.31K 0.14% 161
2019
Q2 		$336K Buy
+4,439
New +$325K 0.13% 161

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

Stratos Wealth Advisors's ES Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Eversource Energy (ES) stake by 0.49% in Q2 2026, buying an estimated $8.59K and bringing the position to 25,663 shares worth $1.85M. The position accounts for 0.1% of the portfolio, ranked #197.

Stratos Wealth Advisors first reported a position in ES in Q2 2019 and has held it in 29 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Stratos Wealth Advisors held 25,663 shares of Eversource Energy worth $1.85M as of Q2 2026.
  • Stratos Wealth Advisors bought 124 Eversource Energy shares in Q2 2026, an estimated $8.59K.
  • Eversource Energy made up 0.1% of Stratos Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Stratos Wealth Advisors first reported a position in Eversource Energy in Q2 2019 and has held it in 29 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.