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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
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

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

West Paces Advisors's ES Position: Q2 2026 in Review

West Paces Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 4 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in ES as recently as Q4 2023.

West Paces Advisors first reported a position in ES in Q4 2016 and has held it in 30 quarters since. The position peaked at $269K in Q1 2023. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • West Paces Advisors held 4 shares of Eversource Energy worth $289 as of Q2 2026.
  • Eversource Energy was a new West Paces Advisors position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #728 holding.
  • West Paces Advisors first reported a position in Eversource Energy in Q4 2016 and has held it in 30 quarters since.
  • West Paces Advisors's Eversource Energy position peaked at $269K in Q1 2023.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.