U.S. Capital Wealth Advisors’s Eversource Energy ES Stock Holding History

U.S. Capital 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 Q1	$12.4M	Buy	179,207 +4,857	+3%	+$343K	0.31%	70
2025 Q4	$11.7M	Buy	174,350 +6,791	+4%	+$477K	0.31%	74
2025 Q3	$11.9M	Buy	167,559 +943	+0.6%	+$61.8K	0.32%	74
2025 Q2	$10.6M	Buy	166,616 +8,722	+6%	+$538K	0.31%	78
2025 Q1	$9.81M	Buy	157,894 +11,322	+8%	+$675K	0.3%	80
2024 Q4	$8.42M	Buy	146,572 +2,037	+1%	+$127K	0.26%	82
2024 Q3	$9.84M	Buy	144,535 +1,621	+1%	+$105K	0.35%	70
2024 Q2	$8.1M	Buy	142,914 +15,382	+12%	+$912K	0.31%	70
2024 Q1	$7.62M	Buy	127,532 +20,399	+19%	+$1.17M	0.29%	79
2023 Q4	$6.61M	Sell	107,133 -8,928	-8%	-$515K	0.26%	95
2023 Q3	$6.75M	Buy	116,061 +8,262	+8%	+$551K	0.3%	77
2023 Q2	$7.65M	Buy	107,799 +6,529	+6%	+$486K	0.36%	67
2023 Q1	$7.93M	Buy	101,270 +8,636	+9%	+$682K	0.37%	60
2022 Q4	$7.77M	Buy	92,634 +2,607	+3%	+$207K	0.36%	56
2022 Q3	$7.02M	Sell	90,027 -49,934	-36%	-$4.4M	0.36%	58
2022 Q2	$11.8M	Buy	139,961 +4,425	+3%	+$393K	0.52%	34
2022 Q1	$12M	Buy	135,536 +18,109	+15%	+$1.55M	0.44%	42
2021 Q4	$10.7M	Buy	117,427 +883	+0.8%	+$76K	0.42%	52
2021 Q3	$9.53M	Buy	+116,544	New	+$10.1M	0.41%	56

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's ES Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Eversource Energy (ES) stake by 2.8% in Q1 2026, buying an estimated $343K and bringing the position to 179,207 shares worth $12.4M. The position accounts for 0.31% of the portfolio, ranked #70.

U.S. Capital Wealth Advisors first reported a position in ES in Q3 2021 and has held it in 19 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

U.S. Capital Wealth Advisors held 179,207 shares of Eversource Energy worth $12.4M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,857 Eversource Energy shares in Q1 2026, an estimated $343K.
Eversource Energy made up 0.31% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #70 holding.
U.S. Capital Wealth Advisors first reported a position in Eversource Energy in Q3 2021 and has held it in 19 quarters since.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.