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James T. Borello RIA’s Eversource Energy ES Stock Holding History

James T. Borello RIA’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 		$5.26K Sell
82
-1
-1% -$71 ﹤0.01% 769
2026
Q2 		$6K Sell
83
-30
-27% -$2.08K ﹤0.01% 734
2026
Q1 		$7.83K Buy
113
+55
+95% +$3.89K ﹤0.01% 630
2025
Q4 		$3.9K Buy
58
+25
+76% +$1.76K ﹤0.01% 636
2025
Q3 		$2.35K Buy
+33
New +$2.16K ﹤0.01% 701

Other funds holding ES

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

James T. Borello RIA's ES Position: Q3 2026 in Review

James T. Borello RIA reduced its Eversource Energy (ES) stake by 1.2% in Q3 2026, selling an estimated $71 and leaving 82 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

James T. Borello RIA first reported a position in ES in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.83K in Q1 2026. 175 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • James T. Borello RIA held 82 shares of Eversource Energy worth $5.26K as of Q3 2026.
  • James T. Borello RIA sold 1 Eversource Energy share in Q3 2026, an estimated $71.
  • Eversource Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #769 holding.
  • James T. Borello RIA first reported a position in Eversource Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Eversource Energy position peaked at $7.83K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.