VestGen Advisors
ES icon

VestGen Advisors’s Eversource Energy ES Stock Holding History

VestGen 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
Q3 		$520K Sell
8,102
-1,062
-12% -$75.6K 0.02% 593
2026
Q2 		$662K Buy
9,164
+679
+8% +$47K 0.02% 573
2026
Q1 		$583K Buy
+8,485
New +$600K 0.02% 617

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VestGen Advisors's ES Position: Q3 2026 in Review

VestGen Advisors reduced its Eversource Energy (ES) stake by 12% in Q3 2026, selling an estimated $75.6K and leaving 8,102 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #593.

VestGen Advisors first reported a position in ES in Q1 2026 and has held it in 3 quarters since. The position peaked at $662K in Q2 2026. 715 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • VestGen Advisors held 8,102 shares of Eversource Energy worth $520K as of Q3 2026.
  • VestGen Advisors sold 1,062 Eversource Energy shares in Q3 2026, an estimated $75.6K.
  • Eversource Energy made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #593 holding.
  • VestGen Advisors first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • VestGen Advisors's Eversource Energy position peaked at $662K in Q2 2026.
  • 715 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.