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World Investment Advisors’s Eversource Energy ES Stock Holding History

World Investment 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
Q1 		$517K Sell
7,464
-100
-1% -$7.07K 0.01% 974
2025
Q4 		$509K Buy
7,564
+3,407
+82% +$239K 0.01% 922
2025
Q3 		$296K Buy
4,157
+13
+0.3% +$852 0.01% 986
2025
Q2 		$264K Sell
4,144
-213
-5% -$13.1K 0.01% 974
2025
Q1 		$271K Buy
4,357
+1
+0% +$60 0.01% 903
2024
Q4 		$250K Buy
4,356
+279
+7% +$17.4K 0.01% 890
2024
Q3 		$277K Buy
+4,077
New +$263K 0.01% 762

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

World Investment Advisors's ES Position: Q1 2026 in Review

World Investment Advisors reduced its Eversource Energy (ES) stake by 1.3% in Q1 2026, selling an estimated $7.07K and leaving 7,464 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #974.

World Investment Advisors first reported a position in ES in Q3 2024 and has held it in 7 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • World Investment Advisors held 7,464 shares of Eversource Energy worth $517K as of Q1 2026.
  • World Investment Advisors sold 100 Eversource Energy shares in Q1 2026, an estimated $7.07K.
  • Eversource Energy made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #974 holding.
  • World Investment Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.