United Capital Financial Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Sell |
16,665
-204
| -1% | -$14.4K | 0.01% | 706 |
|
|
2025
Q4 | $1.14M | Buy |
16,869
+2,004
| +13% | +$141K | 0.01% | 693 |
|
|
2025
Q3 | $1.06M | Sell |
14,865
-150
| -1% | -$9.84K | 0.01% | 625 |
|
|
2025
Q2 | $955K | Buy |
15,015
+1,034
| +7% | +$63.7K | 0.01% | 600 |
|
|
2025
Q1 | $868K | Sell |
13,981
-2,147
| -13% | -$128K | 0.01% | 600 |
|
|
2024
Q4 | $926K | Sell |
16,128
-3,235
| -17% | -$202K | 0.01% | 568 |
|
|
2024
Q3 | $1.32M | Sell |
19,363
-1,068
| -5% | -$69K | 0.01% | 483 |
|
|
2024
Q2 | $1.16M | Sell |
20,431
-2,078
| -9% | -$123K | 0.01% | 497 |
|
|
2024
Q1 | $1.35M | Buy |
22,509
+2,949
| +15% | +$170K | 0.01% | 502 |
|
|
2023
Q4 | $1.21M | Buy |
+19,560
| New | +$1.13M | 0.01% | 513 |
|
|
2023
Q3 | – | Sell |
-3,776
| Closed | -$268K | – | 850 |
|
|
2023
Q2 | $268K | Sell |
3,776
-270
| -7% | -$20.1K | ﹤0.01% | 791 |
|
|
2023
Q1 | $317K | Sell |
4,046
-1,095
| -21% | -$86.5K | ﹤0.01% | 812 |
|
|
2022
Q4 | $431K | Buy |
5,141
+73
| +1% | +$5.79K | ﹤0.01% | 790 |
|
|
2022
Q3 | $395K | Buy |
5,068
+836
| +20% | +$73.7K | ﹤0.01% | 821 |
|
|
2022
Q2 | $357K | Buy |
4,232
+352
| +9% | +$31.3K | ﹤0.01% | 892 |
|
|
2022
Q1 | $342K | Buy |
3,880
+134
| +4% | +$11.5K | ﹤0.01% | 955 |
|
|
2021
Q4 | $341K | Sell |
3,746
-262
| -7% | -$22.5K | ﹤0.01% | 981 |
|
|
2021
Q3 | $328K | Buy |
+4,008
| New | +$348K | ﹤0.01% | 975 |
|
|
2021
Q2 | – | Sell |
-2,312
| Closed | -$200K | – | 1232 |
|
|
2021
Q1 | $200K | Sell |
2,312
-935
| -29% | -$79.4K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $281K | Buy |
3,247
+96
| +3% | +$8.55K | ﹤0.01% | 1021 |
|
|
2020
Q3 | $263K | Buy |
+3,151
| New | +$270K | ﹤0.01% | 992 |
|
|
2020
Q2 | – | Sell |
-2,945
| Closed | -$230K | – | 1204 |
|
|
2020
Q1 | $230K | Sell |
2,945
-1,606
| -35% | -$141K | ﹤0.01% | 1034 |
|
|
2019
Q4 | $387K | Buy |
4,551
+1,685
| +59% | +$140K | ﹤0.01% | 1061 |
|
|
2019
Q3 | $245K | Sell |
2,866
-2,485
| -46% | -$198K | ﹤0.01% | 1132 |
|
|
2019
Q2 | $405K | Buy |
5,351
+676
| +14% | +$49.5K | ﹤0.01% | 1112 |
|
|
2019
Q1 | $332K | Sell |
4,675
-805
| -15% | -$55.4K | ﹤0.01% | 1093 |
|
|
2018
Q4 | $354K | Buy |
5,480
+1,077
| +24% | +$70.2K | ﹤0.01% | 1015 |
|
|
2018
Q3 | $271K | Buy |
4,403
+75
| +2% | +$4.59K | ﹤0.01% | 1149 |
|
|
2018
Q2 | $254K | Sell |
4,328
-215
| -5% | -$12.4K | ﹤0.01% | 1152 |
|
|
2018
Q1 | $268K | Buy |
4,543
+36
| +0.8% | +$2.13K | ﹤0.01% | 1132 |
|
|
2017
Q4 | $285K | Buy |
4,507
+813
| +22% | +$51.4K | ﹤0.01% | 1131 |
|
|
2017
Q3 | $223K | Buy |
+3,694
| New | +$228K | ﹤0.01% | 1204 |
|
Other funds holding ES
VCM
VPM
MAM
United Capital Financial Advisors's ES Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Eversource Energy (ES) stake by 1.2% in Q1 2026, selling an estimated $14.4K and leaving 16,665 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #706.
United Capital Financial Advisors first reported a position in ES in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.35M in Q1 2024. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- United Capital Financial Advisors held 16,665 shares of Eversource Energy worth $1.15M as of Q1 2026.
- United Capital Financial Advisors sold 204 Eversource Energy shares in Q1 2026, an estimated $14.4K.
- Eversource Energy made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #706 holding.
- United Capital Financial Advisors first reported a position in Eversource Energy in Q3 2017 and has held it in 32 quarters since.
- United Capital Financial Advisors's Eversource Energy position peaked at $1.35M in Q1 2024.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.