Wealth Enhancement Advisory Services
ES icon

Wealth Enhancement Advisory Services’s Eversource Energy ES Stock Holding History

Wealth Enhancement Advisory Services’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 		$20.4M Buy
333,598
+77,804
+30% +$5.54M 0.03% 472
2026
Q2 		$17.4M Buy
255,794
+109,375
+75% +$7.57M 0.03% 487
2026
Q1 		$9.5M Buy
146,419
+44,547
+44% +$3.15M 0.02% 601
2025
Q4 		$6.87M Buy
101,872
+1,484
+1% +$104K 0.01% 865
2025
Q3 		$7.31M Buy
100,388
+35,844
+56% +$2.35M 0.01% 779
2025
Q2 		$4.17M Buy
64,544
+17,118
+36% +$1.05M 0.01% 982
2025
Q1 		$2.95M Sell
47,426
-5,213
-10% -$311K 0.01% 1046
2024
Q4 		$3.02M Sell
52,639
-5,462
-9% -$340K 0.01% 992
2024
Q3 		$3.95M Buy
58,101
+4,281
+8% +$277K 0.01% 804
2024
Q2 		$3.05M Buy
53,820
+678
+1% +$40.2K 0.01% 840
2024
Q1 		$3.18M Sell
53,142
-4
-0% -$230 0.01% 795
2023
Q4 		$3.28M Buy
53,146
+2,468
+5% +$142K 0.01% 729
2023
Q3 		$2.95M Buy
+50,678
New +$3.38M 0.01% 721
2020
Q1 		– Sell
-27,574
Closed -$2.35M – 235
2019
Q4 		$2.35M Sell
27,574
-37,869
-58% -$3.15M 0.08% 99
2019
Q3 		$5.6M Buy
+65,443
New +$5.2M 0.23% 53
2018
Q3 		– Sell
-48,467
Closed -$2.83M – 180
2018
Q2 		$2.83M Buy
48,467
+33,224
+218% +$1.91M 0.17% 51
2018
Q1 		$894K Buy
+15,243
New +$902K 0.06% 122
2015
Q2 		– Sell
-19,151
Closed -$967K – 118
2015
Q1 		$967K Buy
19,151
+2,514
+15% +$132K 0.37% 47
2014
Q4 		$890K Buy
+16,637
New +$830K 0.35% 49

Other funds holding ES

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's ES Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Eversource Energy (ES) stake by 30% in Q3 2026, buying an estimated $5.54M and bringing the position to 333,598 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #472.

Wealth Enhancement Advisory Services first reported a position in ES in Q4 2014 and has held it in 19 quarters since. 380 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Wealth Enhancement Advisory Services held 333,598 shares of Eversource Energy worth $20.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 77,804 Eversource Energy shares in Q3 2026, an estimated $5.54M.
  • Eversource Energy made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #472 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eversource Energy in Q4 2014 and has held it in 19 quarters since.
  • 380 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.