Armstrong Advisory Group
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Armstrong Advisory Group’s Eversource Energy ES Stock Holding History

Armstrong Advisory 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
Q3 		$569K Sell
8,867
-3
-0% -$214 0.03% 128
2026
Q2 		$641K Buy
8,870
+17
+0.2% +$1.18K 0.04% 127
2026
Q1 		$613K Buy
8,853
+17
+0.2% +$1.2K 0.04% 126
2025
Q4 		$595K Buy
8,836
+17
+0.2% +$1.19K 0.04% 126
2025
Q3 		$627K Sell
8,819
-174
-2% -$11.4K 0.04% 116
2025
Q2 		$572K Sell
8,993
-3,094
-26% -$191K 0.04% 113
2025
Q1 		$694K Hold
12,087
– – 0.06% 92
2024
Q4 		$694K Sell
12,087
-328
-3% -$20.4K 0.06% 92
2024
Q3 		$845K Sell
12,415
-243
-2% -$15.7K 0.07% 76
2024
Q2 		$718K Sell
12,658
-1,142
-8% -$67.7K 0.06% 79
2024
Q1 		$852K Hold
13,800
– – 0.08% 64
2023
Q4 		$852K Buy
13,800
+3,513
+34% +$203K 0.08% 64
2023
Q3 		$598K Sell
10,287
-187
-2% -$12.5K 0.07% 72
2023
Q2 		$743K Buy
10,474
+3
+0% +$223 0.08% 66
2023
Q1 		$819K Buy
10,471
+664
+7% +$52.5K 0.1% 58
2022
Q4 		$822K Buy
+9,807
New +$778K 0.11% 67

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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

Armstrong Advisory Group's ES Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Eversource Energy (ES) stake by 0.03% in Q3 2026, selling an estimated $214 and leaving 8,867 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #128.

Armstrong Advisory Group first reported a position in ES in Q4 2022 and has held it in 16 quarters since. The position peaked at $852K in Q1 2024. 193 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Armstrong Advisory Group held 8,867 shares of Eversource Energy worth $569K as of Q3 2026.
  • Armstrong Advisory Group sold 3 Eversource Energy shares in Q3 2026, an estimated $214.
  • Eversource Energy made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #128 holding.
  • Armstrong Advisory Group first reported a position in Eversource Energy in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Eversource Energy position peaked at $852K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.