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AmeriFlex Group’s Eversource Energy ES Stock Holding History

AmeriFlex Group’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
Q1 		$14.1K Sell
204
-1,148
-85% -$81.1K 0.01% 680
2025
Q4 		$91K Sell
1,352
-720
-35% -$50.6K 0.05% 298
2025
Q3 		$147K Buy
2,072
+1,909
+1,171% +$125K 0.06% 264
2025
Q2 		$10.3K Buy
163
+43
+36% +$2.65K 0.01% 704
2025
Q1 		$7.45K Hold
120
– – ﹤0.01% 919
2024
Q4 		$6.92K Buy
+120
New +$7.48K ﹤0.01% 859

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AmeriFlex Group's ES Position: Q1 2026 in Review

AmeriFlex Group reduced its Eversource Energy (ES) stake by 85% in Q1 2026, selling an estimated $81.1K and leaving 204 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #680.

AmeriFlex Group first reported a position in ES in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • AmeriFlex Group held 204 shares of Eversource Energy worth $14.1K as of Q1 2026.
  • AmeriFlex Group sold 1,148 Eversource Energy shares in Q1 2026, an estimated $81.1K.
  • Eversource Energy made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #680 holding.
  • AmeriFlex Group first reported a position in Eversource Energy in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Eversource Energy position peaked at $147K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.