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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
Q2 		$419K Sell
5,972
-1,492
-20% -$103K 0.01% 1034
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

World Investment Advisors's ES Position: Q2 2026 in Review

World Investment Advisors reduced its Eversource Energy (ES) stake by 20% in Q2 2026, selling an estimated $103K and leaving 5,972 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1034.

World Investment Advisors first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $517K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • World Investment Advisors held 5,972 shares of Eversource Energy worth $419K as of Q2 2026.
  • World Investment Advisors sold 1,492 Eversource Energy shares in Q2 2026, an estimated $103K.
  • Eversource Energy made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1034 holding.
  • World Investment Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Eversource Energy position peaked at $517K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.