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WBI Investments’s Eversource Energy ES Stock Holding History

WBI Investments’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 		$757K Buy
10,481
+119
+1% +$8.24K 0.19% 142
2026
Q1 		$718K Sell
10,362
-9,983
-49% -$706K 0.2% 147
2025
Q4 		$1.37M Sell
20,345
-16,197
-44% -$1.14M 0.36% 63
2025
Q3 		$2.6M Buy
+36,542
New +$2.4M 0.66% 28
2025
Q2 		– Sell
-19,232
Closed -$1.19M – 286
2025
Q1 		$1.19M Buy
+19,232
New +$1.15M 0.31% 89

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

WBI Investments's ES Position: Q2 2026 in Review

WBI Investments increased its Eversource Energy (ES) stake by 1.1% in Q2 2026, buying an estimated $8.24K and bringing the position to 10,481 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #142.

WBI Investments first reported a position in ES in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.6M in Q3 2025. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • WBI Investments held 10,481 shares of Eversource Energy worth $757K as of Q2 2026.
  • WBI Investments bought 119 Eversource Energy shares in Q2 2026, an estimated $8.24K.
  • Eversource Energy made up 0.19% of WBI Investments's portfolio in Q2 2026, its #142 holding.
  • WBI Investments first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
  • WBI Investments's Eversource Energy position peaked at $2.6M in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.