WPA
ES icon

West Paces Advisors’s Eversource Energy ES Stock Holding History

West Paces 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 		$257 Hold
4
– – ﹤0.01% 684
2026
Q2 		$289 Buy
+4
New +$277 ﹤0.01% 728
2024
Q1 		– Sell
-2,920
Closed -$168K – 610
2023
Q4 		$180K Sell
2,920
-356
-11% -$20.5K 0.05% 128
2023
Q3 		$190K Sell
3,276
-80
-2% -$5.33K 0.06% 119
2023
Q2 		$238K Sell
3,356
-80
-2% -$5.96K 0.07% 116
2023
Q1 		$269K Buy
3,436
+392
+13% +$31K 0.08% 108
2022
Q4 		$255K Buy
3,044
+411
+16% +$32.6K 0.08% 105
2022
Q3 		$205K Buy
2,633
+44
+2% +$3.88K 0.07% 116
2022
Q2 		$219K Buy
2,589
+330
+15% +$29.3K 0.07% 115
2022
Q1 		$199K Buy
2,259
+105
+5% +$8.98K 0.06% 124
2021
Q4 		$196K Sell
2,154
-89
-4% -$7.66K 0.06% 123
2021
Q3 		$183K Buy
2,243
+255
+13% +$22.1K 0.06% 120
2021
Q2 		$160K Sell
1,988
-13
-0.6% -$1.09K 0.06% 120
2021
Q1 		$173K Buy
2,001
+373
+23% +$31.7K 0.07% 112
2020
Q4 		$141K Buy
1,628
+11
+0.7% +$980 0.06% 118
2020
Q3 		$135K Sell
1,617
-99
-6% -$8.47K 0.07% 119
2020
Q2 		$143K Hold
1,716
– – 0.08% 112
2020
Q1 		$134K Sell
1,716
-239
-12% -$21K 0.09% 109
2019
Q4 		$166K Hold
1,955
– – 0.09% 112
2019
Q3 		$167K Hold
1,955
– – 0.1% 111
2019
Q2 		$148K Buy
1,955
+1,765
+929% +$129K 0.09% 112
2019
Q1 		$13.5K Hold
190
– – 0.01% 290
2018
Q4 		$12.4K Hold
190
– – 0.01% 292
2018
Q3 		$11.7K Hold
190
– – 0.01% 312
2018
Q2 		$11.1K Hold
190
– – 0.01% 318
2018
Q1 		$11.2K Hold
190
– – 0.01% 305
2017
Q4 		$12K Hold
190
– – 0.01% 315
2017
Q3 		$11.5K Hold
190
– – 0.01% 318
2017
Q2 		$11.5K Hold
190
– – 0.01% 315
2017
Q1 		$11.2K Hold
190
– – 0.01% 316
2016
Q4 		$10.5K Buy
+190
New +$10.2K 0.01% 332

Other funds holding ES

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

West Paces Advisors's ES Position: Q3 2026 in Review

West Paces Advisors held its Eversource Energy (ES) position steady in Q3 2026 at 4 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #684.

West Paces Advisors first reported a position in ES in Q4 2016 and has held it in 31 quarters since. The position peaked at $269K in Q1 2023. 124 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • West Paces Advisors held 4 shares of Eversource Energy worth $257 as of Q3 2026.
  • West Paces Advisors left its Eversource Energy share count unchanged in Q3 2026.
  • Eversource Energy made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #684 holding.
  • West Paces Advisors first reported a position in Eversource Energy in Q4 2016 and has held it in 31 quarters since.
  • West Paces Advisors's Eversource Energy position peaked at $269K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.