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Westfuller Advisors’s Eversource Energy ES Stock Holding History

Westfuller 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 		$8.62K Sell
119
-3
-2% -$208 ﹤0.01% 508
2026
Q1 		$8.47K Buy
122
+1
+0.8% +$71 ﹤0.01% 461
2025
Q4 		$8.17K Buy
+121
New +$8.5K ﹤0.01% 498

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

Westfuller Advisors's ES Position: Q2 2026 in Review

Westfuller Advisors reduced its Eversource Energy (ES) stake by 2.5% in Q2 2026, selling an estimated $208 and leaving 119 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Westfuller Advisors first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Westfuller Advisors held 119 shares of Eversource Energy worth $8.62K as of Q2 2026.
  • Westfuller Advisors sold 3 Eversource Energy shares in Q2 2026, an estimated $208.
  • Eversource Energy made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #508 holding.
  • Westfuller Advisors first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.