WestEnd Advisors
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WestEnd Advisors’s Eversource Energy ES Stock Holding History

WestEnd 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 		$1.16K Hold
18
– – ﹤0.01% 271
2026
Q2 		$1.3K Buy
18
+3
+20% +$208 ﹤0.01% 246
2026
Q1 		$1.04K Hold
15
– – ﹤0.01% 233
2025
Q4 		$1.01K Sell
15
-2
-12% -$140 ﹤0.01% 233
2025
Q3 		$1.21K Buy
+17
New +$1.12K ﹤0.01% 208
2024
Q4 		– Sell
-5
Closed -$340 – 370
2024
Q3 		$340 Hold
5
– – ﹤0.01% 228
2024
Q2 		$284 Hold
5
– – ﹤0.01% 225
2024
Q1 		$299 Hold
5
– – ﹤0.01% 206
2023
Q4 		$309 Sell
5
-4
-44% -$231 ﹤0.01% 194
2023
Q3 		$523 Buy
+9
New +$600 ﹤0.01% 148
2023
Q1 		– Sell
-8
Closed -$632 – 137
2022
Q4 		$671 Buy
8
+3
+60% +$238 ﹤0.01% 127
2022
Q3 		$0 Buy
5
+1
+25% +$88 ﹤0.01% 199
2022
Q2 		$337 Buy
+4
New +$355 ﹤0.01% 161

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

WestEnd Advisors's ES Position: Q3 2026 in Review

WestEnd Advisors held its Eversource Energy (ES) position steady in Q3 2026 at 18 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

WestEnd Advisors first reported a position in ES in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.3K in Q2 2026. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • WestEnd Advisors held 18 shares of Eversource Energy worth $1.16K as of Q3 2026.
  • WestEnd Advisors left its Eversource Energy share count unchanged in Q3 2026.
  • Eversource Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #271 holding.
  • WestEnd Advisors first reported a position in Eversource Energy in Q2 2022 and has held it in 13 quarters since.
  • WestEnd Advisors's Eversource Energy position peaked at $1.3K in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.