VWA
ES icon

Valued Wealth Advisors’s Eversource Energy ES Stock Holding History

Valued 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 		$155 Hold
2
– – ﹤0.01% 895
2026
Q1 		$147 Hold
2
– – ﹤0.01% 720
2025
Q4 		$141 Hold
2
– – ﹤0.01% 606
2025
Q3 		$148 Hold
2
– – ﹤0.01% 592
2025
Q2 		$131 Hold
2
– – ﹤0.01% 596
2025
Q1 		$126 Hold
2
– – ﹤0.01% 631
2024
Q4 		$115 Hold
2
– – ﹤0.01% 632
2024
Q3 		$137 Hold
2
– – ﹤0.01% 612
2024
Q2 		$114 Hold
2
– – ﹤0.01% 592
2024
Q1 		$120 Sell
2
-1
-33% -$57 ﹤0.01% 586
2023
Q4 		$175 Buy
+3
New +$173 ﹤0.01% 509

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Valued Wealth Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 2 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Valued Wealth Advisors first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $175 in Q4 2023. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Valued Wealth Advisors held 2 shares of Eversource Energy worth $155 as of Q2 2026.
  • Valued Wealth Advisors left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #895 holding.
  • Valued Wealth Advisors first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Eversource Energy position peaked at $175 in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.