LQAI1.470%
as of Sep 2
ES
DefensiveEVERSOURCE ENERGY
Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural gas.
Close · 3M
+4.12%
Held by 2 AI ETFs
AIVL0.327%
as of Sep 3
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals12
Win rate67% (8/12)
Avg buy return+0.83%
LQAI · Weight decrease · 2d
weight 1.440% → 1.410% (-0.030 pp)·stock down 3.6% in the 30 days before
Aug 14·entry $72.36·now $71.47
-1.23%
since Aug 14
LQAI · New entry · 1d
weight 0 → 1.460% (new)·stock down 2.4% in the 30 days before
Aug 6·entry $72.06·now $71.47Fresh
-0.82%
since Aug 6
LQAI · Exit · 1d
weight 0.590% → 0 (exited)·stock up 7.0% in the 30 days before
Jul 7·entry $74.75·now $71.47
-4.39%
since Jul 7
LQAI · Weight increase · 2d
weight 0.560% → 0.600% (+0.040 pp)·stock up 8.7% in the 30 days before
Jul 2·entry $74.44·now $71.47Fresh
-3.99%
since Jul 2
LQAI · Weight decrease · 2d
weight 0.570% → 0.540% (-0.030 pp)·stock up 0.6% in the 30 days before
Jun 12·entry $68.69·now $71.47
+4.05%
since Jun 12
LQAI · New entry · 1d
weight 0 → 0.570% (new)·stock up 4.4% in the 30 days before
Jun 9·entry $69.41·now $71.47Drifting
+2.97%
since Jun 9
AIVL · Weight decrease · 2d
weight 0.254% → 0.251% (-0.004 pp)·stock up 5.0% in the 30 days before
Jul 21·entry $73.05·now $71.47
-2.16%
since Jul 21
AIVL · Accumulation · 5d
weight 0.242% → 0.253% (+0.011 pp)·stock up 8.7% in the 30 days before
Jul 2·entry $74.44·now $71.47Fresh
-3.99%
since Jul 2
AIVL · Weight increase · 2d
weight 0.242% → 0.249% (+0.007 pp)·stock up 2.4% in the 30 days before
Jun 24·entry $71.71·now $71.47Fresh
-0.33%
since Jun 24
AIVL · Weight decrease · 2d
weight 0.249% → 0.240% (-0.009 pp)·stock up 0.6% in the 30 days before
Jun 12·entry $68.69·now $71.47
+4.05%
since Jun 12
AIVL · Weight increase · 3d
weight 0.237% → 0.254% (+0.017 pp)·stock up 3.0% in the 30 days before
Jun 5·entry $70.60·now $71.47Fresh
+1.23%
since Jun 5
AIVL · Weight increase · 2d
weight 0.237% → 0.248% (+0.011 pp)·stock up 1.4% in the 30 days before
Jun 4·entry $69.88·now $71.47Drifting
+2.28%
since Jun 4
AIVL · Weight decrease · 2d
weight 0.249% → 0.237% (-0.011 pp)·stock down 5.8% in the 30 days before
Jun 1·entry $66.61·now $71.47
+7.30%
since Jun 1
AIVL · Weight increase · 2d
weight 0.241% → 0.248% (+0.007 pp)·stock up 0.1% in the 30 days before
May 12·entry $68.73·now $71.47Drifting
+3.99%
since May 12
AIVL · Weight decrease · 5d
weight 0.260% → 0.241% (-0.019 pp)·stock down 5.8% in the 30 days before
May 8·entry $66.51·now $71.47
+7.46%
since May 8
AIVL · Weight decrease · 4d
weight 0.260% → 0.244% (-0.016 pp)·stock down 4.2% in the 30 days before
May 7·entry $67.04·now $71.47
+6.61%
since May 7
AIVL · Weight decrease · 3d
weight 0.260% → 0.247% (-0.012 pp)·stock down 1.4% in the 30 days before
May 6·entry $68.52·now $71.47
+4.31%
since May 6
AIVL · Weight decrease · 2d
weight 0.260% → 0.251% (-0.009 pp)·stock down 0.8% in the 30 days before
May 5·entry $68.90·now $71.47
+3.73%
since May 5
AIVL · Accumulation · 4d
weight 0.252% → 0.255% (+0.003 pp)·stock down 0.0% in the 30 days before
May 4·entry $69.44·now $71.47Drifting
+2.92%
since May 4
+0.56%
since May 1
+1.09%
since Apr 30
AIVL · Weight increase · 2d
stock up 0.5% in the 30 days before
Apr 29·entry $68.72·now $71.47Drifting
+4.00%
since Apr 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 2
AI ETFs like AIVL and QRFT are holding Eversource Energy, with AIVL showing an increasing weight, suggesting a positive outlook by these algorithms. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the company's financial health metrics not meeting the strict criteria.
- Circle of CompetenceThe regulated nature of the utility business model provides a stable and predictable earning power, allowing for reasonable long-term cash flow projections within the circle of competence.
- Economic MoatEversource Energy benefits from regulatory entitlements and high barriers to entry, creating a strong and durable economic moat typical of a regulated utility.
- ManagementThe provided financial data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe reported Return on Equity of 10.6% falls below the framework's requirement for a 10-year average ROE of at least 15% and barely meets the 10% single-year minimum, indicating a concern about profitability relative to equity.
- Margin of SafetyWithout stronger financial health and a clear intrinsic value estimate, a defensible margin of safety cannot be established for Eversource Energy at its current price.
Eversource Energy operates within a predictable utility sector, making it suitable for assessment within the circle of competence, and possesses a strong economic moat. However, the company fails on critical financial health metrics, particularly its Return on Equity, which falls short of the framework's high standards. This financial underperformance prevents the identification of a sufficient margin of safety, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.