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Alan B. Lancz & Associates’s Eversource Energy ES Stock Holding History

Alan B. Lancz & Associates’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 		$291K Sell
4,033
-1,700
-30% -$118K 0.25% 102
2026
Q1 		$397K Buy
5,733
+1,700
+42% +$120K 0.39% 73
2025
Q4 		$272K Hold
4,033
– – 0.24% 110
2025
Q3 		$287K Hold
4,033
– – 0.26% 102
2025
Q2 		$257K Hold
4,033
– – 0.26% 108
2025
Q1 		$250K Buy
+4,033
New +$241K 0.27% 103

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Alan B. Lancz & Associates's ES Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its Eversource Energy (ES) stake by 30% in Q2 2026, selling an estimated $118K and leaving 4,033 shares worth $291K. The position accounts for 0.25% of the portfolio, ranked #102.

Alan B. Lancz & Associates first reported a position in ES in Q1 2025 and has held it in 6 quarters since. The position peaked at $397K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Alan B. Lancz & Associates held 4,033 shares of Eversource Energy worth $291K as of Q2 2026.
  • Alan B. Lancz & Associates sold 1,700 Eversource Energy shares in Q2 2026, an estimated $118K.
  • Eversource Energy made up 0.25% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #102 holding.
  • Alan B. Lancz & Associates first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • Alan B. Lancz & Associates's Eversource Energy position peaked at $397K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.