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Waverly Advisors’s Eversource Energy ES Stock Holding History

Waverly 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 		$1.26M Buy
17,388
+11,193
+181% +$775K 0.01% 815
2026
Q1 		$429K Buy
+6,195
New +$438K ﹤0.01% 1151
2018
Q1 		– Sell
-3,396
Closed -$215K – 246
2017
Q4 		$215K Hold
3,396
– – 0.03% 219
2017
Q3 		$205K Hold
3,396
– – 0.04% 222
2017
Q2 		$206K Sell
3,396
-40
-1% -$2.43K 0.05% 209
2017
Q1 		$202K Buy
+3,436
New +$195K 0.05% 204
2014
Q1 		– Sell
-642
Closed -$27K – 732
2013
Q4 		$27K Hold
642
– – 0.01% 408
2013
Q3 		$26K Buy
+642
New +$27.2K 0.01% 327

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waverly Advisors's ES Position: Q2 2026 in Review

Waverly Advisors increased its Eversource Energy (ES) stake by 181% in Q2 2026, buying an estimated $775K and bringing the position to 17,388 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #815.

Waverly Advisors first reported a position in ES in Q3 2013 and has held it in 8 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Waverly Advisors held 17,388 shares of Eversource Energy worth $1.26M as of Q2 2026.
  • Waverly Advisors bought 11,193 Eversource Energy shares in Q2 2026, an estimated $775K.
  • Eversource Energy made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #815 holding.
  • Waverly Advisors first reported a position in Eversource Energy in Q3 2013 and has held it in 8 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.