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Transcend Capital Advisors’s Eversource Energy ES Stock Holding History

Transcend Capital 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 		$955K Buy
13,214
+9,482
+254% +$657K 0.06% 278
2026
Q1 		$259K Buy
+3,732
New +$264K 0.02% 597
2021
Q3 		– Sell
-11,662
Closed -$934K – 494
2021
Q2 		$934K Buy
+11,662
New +$982K 0.13% 157

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

Transcend Capital Advisors's ES Position: Q2 2026 in Review

Transcend Capital Advisors increased its Eversource Energy (ES) stake by 254% in Q2 2026, buying an estimated $657K and bringing the position to 13,214 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #278.

Transcend Capital Advisors first reported a position in ES in Q2 2021 and has held it in 3 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Transcend Capital Advisors held 13,214 shares of Eversource Energy worth $955K as of Q2 2026.
  • Transcend Capital Advisors bought 9,482 Eversource Energy shares in Q2 2026, an estimated $657K.
  • Eversource Energy made up 0.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #278 holding.
  • Transcend Capital Advisors first reported a position in Eversource Energy in Q2 2021 and has held it in 3 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.