AIVL0.254%
as of Jul 17
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
+0.27%
Held by 1 AI ETF
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 rate83% (10/12)
Avg buy return+5.16%
AIVL · Accumulation · 5d
AIVL’s subtle, sustained increase in its ES position, moving from 0.2422% to 0.2532% over eight trading days, signals a consistent, measured conviction rather than an abrupt shift in allocation. This gradual accumulation occurs even as ES trades at 98% of its 52-week high, indicating that WisdomTree’s AI, designed to distinguish genuine value from traps within a pre-filtered value pool, continues to find fundamental merit in the utility stock despite recent price appreciation. Specifically, ES's P/E of 15.97 and P/B of 1.54, combined with a 9.83% revenue growth rate and 10.75% ROE, likely meet the AI's criteria for a value-tilted universe, where it evaluates fundamentals like return on capital alongside valuation metrics. The AI's model, filtering within a US value-factor pool, appears to interpret these specific metrics as indicative of a stable company with growth, justifying its continued weighting within the fund's periodic rebalancing framework.
weight 0.242% → 0.253% (+0.011 pp)·stock up 8.7% in the 30 days before
Jul 2·entry $74.44·now $74.05Fresh
-0.52%
since Jul 2
AIVL · Weight increase · 2d
The detected pattern in AIVL’s allocation to ES shows a steady, measured increase over several trading days, advancing from 0.2397% to 0.2493%. This gradual adjustment aligns with WisdomTree's AIVL strategy, where its AI periodically rebalances positions by scoring names within a US value-factor universe using fundamentals like return on equity (ES: 10.75%) and valuation metrics such as P/B (ES: 1.54) and P/E (ES: 15.34). Even with ES trading at $71.71, positioned near 94% of its 52-week high, the AI appears to be discerning genuine value rather than perceiving it as a value trap. The system likely identifies the utility company’s 9.83% revenue growth and overall financial profile as sufficiently supportive of its current price level within the fund's value-oriented parameters, prompting the incremental increase in its portfolio weight.
weight 0.242% → 0.249% (+0.007 pp)·stock up 2.4% in the 30 days before
Jun 24·entry $71.71·now $74.05Drifting
+3.26%
since Jun 24
AIVL · Weight decrease · 2d
Currently trading at $69.26, near 91% of its 52-week high despite a flat 30-day return, ES likely signals to AIVL's AI a diminished value proposition within its value-tilted universe. While ES exhibits a 9.83% revenue growth and 10.75% ROE, its valuation metrics, including a PER of 14.96 and PBR of 1.54, might be assessed by the AI as less compelling for a "value" stock when trading closer to its peak. The WisdomTree AI, tasked with identifying genuine value from value traps using these fundamental and valuation screens, appears to be signaling a reduced allocation for this utility stock. This assessment directly correlates with the consecutive weight decreases observed from June 10th to June 12th, moving from 0.2487% to 0.2397% in the AIVL portfolio.
weight 0.249% → 0.240% (-0.009 pp)·stock up 0.6% in the 30 days before
Jun 12·entry $68.69·now $74.05
+7.80%
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 $74.05Drifting
+4.89%
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 $74.05Drifting
+5.97%
since Jun 4
AIVL · Weight decrease · 2d
AIVL's AI, specifically designed to distinguish genuine value from value traps within its US value-factor universe, adjusted its allocation to Eversource Energy (ES) during a recent periodic rebalance. The observed weight decrease from 0.2467% on May 15th to 0.2375% by June 1st indicates a deliberate portfolio shift by the algorithm. Considering ES's current price of $68.51, which sits at 90% of its 52-week high, the AI likely deemed its valuation less attractive for new capital within the fund's approximately 100-stock portfolio. This move aligns with the AI's role in continually reassessing names using fundamental and valuation metrics to ensure they represent compelling value.
weight 0.249% → 0.237% (-0.011 pp)·stock down 5.8% in the 30 days before
Jun 1·entry $66.61·now $74.05
+11.17%
since Jun 1
AIVL · Weight increase · 2d
The AI likely initiated the consecutive weight increase in ES due to its strong 9.83% revenue growth, a notable indicator for the typically stable utility sector, coupled with reasonable valuation multiples and solid ROE. Retail investors should note this AI signal and consider ES as a utility offering an unusual blend of defensive characteristics with growth potential, making it a potentially valuable long-term holding.
weight 0.241% → 0.248% (+0.007 pp)·stock up 0.1% in the 30 days before
May 12·entry $68.73·now $74.05Drifting
+7.74%
since May 12
AIVL · Weight decrease · 5d
The AI likely reduced ES's weight anticipating higher interest rates, which often diminish the relative attractiveness of dividend-paying utility stocks by increasing their cost of capital and making fixed-income alternatives more competitive. This suggests the AI prioritizes forward-looking macroeconomic shifts over current fundamental metrics alone. For retail investors, this pattern underscores the need to consider broader market dynamics like interest rate trends and sector rotations, not just individual stock fundamentals, when evaluating defensive holdings. Even stable companies can face re-evaluation by sophisticated algorithms due to external macro factors, prompting a need for diversified strategies.
weight 0.260% → 0.241% (-0.019 pp)·stock down 5.8% in the 30 days before
May 8·entry $66.51·now $74.05
+11.34%
since May 8
AIVL · Weight decrease · 4d
The AI likely initiated the consecutive weight decrease for ES by detecting a shift in market sentiment or macro-economic factors, such as increasing interest rate expectations, which can make defensive utility stocks less appealing despite ES's otherwise solid financial metrics like revenue growth and ROE. For retail investors, this serves as a reminder that even fundamentally sound companies can face institutional de-weighting due to broader market shifts or comparative valuation adjustments, urging them to look beyond individual company financials and consider sector and macro trends.
weight 0.260% → 0.244% (-0.016 pp)·stock down 4.2% in the 30 days before
May 7·entry $67.04·now $74.05
+10.46%
since May 7
AIVL · Weight decrease · 3d
The AI likely initiated the consecutive weight decrease for ES, despite its strong revenue growth, by perceiving the stock as having reached a relative valuation peak or reacting to a shift in market sentiment and potentially rising interest rates, which often impact utilities negatively. Retail investors should view this as a prompt to re-evaluate ES's current valuation and momentum, assessing its sensitivity to broader economic factors to align with their own investment goals.
weight 0.260% → 0.247% (-0.012 pp)·stock down 1.4% in the 30 days before
May 6·entry $68.52·now $74.05
+8.07%
since May 6
AIVL · Weight decrease · 2d
The AI fund likely initiated a consecutive weight decrease in Eversource Energy due to detected shifts in macro conditions, such as rising interest rates, which typically reduce the relative appeal of stable utility stocks despite strong fundamentals like ES's revenue growth. For retail investors, this serves as a prompt to monitor broader market trends, particularly interest rate movements, as AI-driven funds can swiftly rebalance even defensive sector allocations based on evolving external factors.
weight 0.260% → 0.251% (-0.009 pp)·stock down 0.8% in the 30 days before
May 5·entry $68.90·now $74.05
+7.47%
since May 5
AIVL · Accumulation · 4d
The AI likely accumulated ES gradually due to its strong revenue growth and solid ROE for a utility, suggesting a quality defensive asset with reasonable valuation for stable returns. This measured approach indicates the AI is building a position in a reliable, income-generating company to enhance portfolio stability. Retail investors can learn to systematically invest in high-quality, defensive sectors like utilities to balance risk and capture steady long-term growth.
weight 0.252% → 0.255% (+0.003 pp)·stock down 0.0% in the 30 days before
May 4·entry $69.44·now $74.05Drifting
+6.64%
since May 4
AIVL · Accumulation · 4d
The AI ETF likely identified ES as a high-quality utility offering defensive stability, robust revenue growth of 13.83%, and strong profitability (10.6% ROE) at a reasonable valuation. This gradual accumulation suggests the AI is building a position in a reliable performer without market disruption. Retail investors might consider mimicking this approach by identifying stable sector companies with superior financial health, such as strong growth in a typically slow-growing industry, for long-term portfolio resilience.
weight 0.252% → 0.260% (+0.007 pp)·stock up 2.0% in the 30 days before
May 1·entry $71.07·now $74.05Drifting
+4.19%
since May 1
AIVL · Accumulation · 3d
The AI ETF is likely accumulating ES due to its strong revenue growth and healthy ROE, which are attractive fundamentals for a stable Utilities sector stock at a reasonable valuation. This gradual approach allows the AI to build its position methodically without significantly impacting market price. For retail investors, this highlights the value of identifying quality companies with solid growth in defensive sectors and considering a gradual accumulation strategy to average entry costs.
weight 0.252% → 0.258% (+0.005 pp)·stock up 2.0% in the 30 days before
Apr 30·entry $70.70·now $74.05Drifting
+4.74%
since Apr 30
AIVL · Weight increase · 2d
The AI likely increased its weight in Eversource Energy due to its exceptional 13.83% revenue growth, a rare and attractive characteristic for a typically low-growth utility company, signaling a potential undervaluation or strong positive momentum. This action suggests retail investors should similarly investigate individual company fundamentals, even in stable sectors, to uncover stocks with unexpected growth drivers that could be overlooked by general market sentiment.
weight 0.252% → 0.255% (+0.003 pp)·stock up 0.5% in the 30 days before
Apr 29·entry $68.72·now $74.05Drifting
+7.76%
since Apr 29
LQAI · Exit · 1d
Eversource Energy, trading at $74.75 and 98% of its 52-week high after a 30-day return of +6.8%, likely reached a point where LQAI's Qraft AI selection engine re-evaluated its position. This AI-driven fund, managing a core large-cap portfolio of roughly 100 US stocks, conducts weekly rebalances, consistently assessing its holdings. Despite ES’s PER of 15.97 and a 10.75% ROE, its recent price trajectory from maintaining a consistent weight around 0.5% in the portfolio probably signaled a shift in its relative appeal for the Qraft algorithm. Consequently, the AI's re-ranking led to the complete removal of Eversource Energy from LQAI on July 7, reflecting a conclusion that better-suited opportunities existed within its core large-cap universe at this valuation.
weight 0.590% → 0 (exited)·stock up 7.0% in the 30 days before
Jul 7·entry $74.75·now $74.05
-0.94%
since Jul 7
LQAI · Weight increase · 2d
EVERSOURCE ENERGY presents a price-to-earnings ratio of 15.97 and a price-to-book ratio of 1.54, coupled with 9.83% revenue growth and a 10.75% return on equity. These figures align with LQAI's core large-cap mandate, targeting companies with balanced fundamental strength rather than a heavy factor tilt. Qraft's AI ranking engine appears to have recognized ES's stable financial profile as attractive, even as the stock reached $74.44, 98% of its 52-week high of $76.21. This assessment led to the specific increase in LQAI's allocation for ES, moving consecutively from 0.57% on July 1st to 0.60% on July 2nd, 2026, despite the +7.8% 30-day return. The AI's decision indicates a sustained positive view on ES's prospects within its US large-cap universe, independent of recent short-term price movements.
weight 0.560% → 0.600% (+0.040 pp)·stock up 8.7% in the 30 days before
Jul 2·entry $74.44·now $74.05Fresh
-0.52%
since Jul 2
LQAI · Weight decrease · 2d
ES’s financial metrics, including a PER of 14.96, PBR of 1.54, Revenue Growth of 9.83%, and ROE of 10.75%, initially positioned the utilities company within LQAI's Qraft AI ranking for US large-cap core selections, aligning with the ETF's AI-driven name selection without heavy factor tilt. The stock’s initial inclusion at 0.57% on June 9th was followed by consecutive weight decreases on June 11th and 12th, falling to 0.55% then 0.54%, a rebalancing move likely influenced by ES trading at $68.69, which is 90% of its 52-week high of $76.21. This weekly adjustment by the Qraft AI suggests a dynamic response to the utilities company's recent price action, specifically its -3.3% 30-day return, despite positive longer-term returns, as the algorithm fine-tunes holdings within its ~100 US large-cap universe.
weight 0.570% → 0.540% (-0.030 pp)·stock up 0.6% in the 30 days before
Jun 12·entry $68.69·now $74.05
+7.80%
since Jun 12
LQAI · New entry · 1d
EVERSOURCE ENERGY's financial profile, featuring a PER of 14.84, a PBR of 1.54, and 9.83% revenue growth, aligns with LQAI's core large-cap selection, which aims for a balanced exposure without a heavy tilt towards extreme growth or value factors. The 10.75% ROE further indicates a stable utility company with respectable profitability, fitting the Qraft AI's methodology for identifying names within the US large-cap core universe, distinguishing it from concentrated momentum strategies like AMOM. The Qraft AI engine initiated a 0.5700% position in ES on June 9th, a decision made as the stock was trading at $69.41, having posted a modest 1.2% gain over the prior 30 days. This timing positions the entry after a period of slight appreciation, with the stock still 9% below its 52-week high, suggesting the AI's assessment of its value proposition at this specific price point was favorable enough to warrant inclusion in LQAI's ~100-stock portfolio.
weight 0 → 0.570% (new)·stock up 4.4% in the 30 days before
Jun 9·entry $69.41·now $74.05Drifting
+6.68%
since Jun 9
QRFT · Exit · 1d
ES, a Utilities company, presented a PER of 14.84 and PBR of 1.54, with 9.83% revenue growth and 10.75% ROE, figures typically considered by Qraft AI's broad large-cap core strategy which incorporates value, quality, and low-vol factors. Despite a moderate 30-day return of +2.5% and a current price of $68.51 positioning it at 90% of its 52-week high, the proprietary alternative-data overlays used by Qraft’s AI likely identified a change. The consistent 0.0600% weight in QRFT until May 2026 shifted to a complete removal on June 2, 2026, indicating that the AI's algorithms detected an alteration in its investment profile, perhaps relating to relative valuation or future momentum signals, despite its seemingly stable financial health.
weight 0.060% → 0 (exited)·stock down 3.6% in the 30 days before
Jun 2·entry $68.51·now $74.05
+8.09%
since Jun 2
+11.07%
since Mar 20
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.