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Atomi Financial Group’s Eversource Energy ES Stock Holding History

Atomi Financial 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
Q2 		$472K Buy
6,537
+322
+5% +$22.3K 0.01% 800
2026
Q1 		$431K Buy
6,215
+134
+2% +$9.47K 0.01% 774
2025
Q4 		$409K Sell
6,081
-49
-0.8% -$3.44K 0.01% 786
2025
Q3 		$436K Buy
6,130
+545
+10% +$35.7K 0.01% 700
2025
Q2 		$355K Sell
5,585
-371
-6% -$22.9K 0.01% 734
2025
Q1 		$370K Sell
5,956
-379
-6% -$22.6K 0.02% 669
2024
Q4 		$364K Sell
6,335
-80
-1% -$4.99K 0.02% 627
2024
Q3 		$437K Sell
6,415
-378
-6% -$24.4K 0.03% 510
2024
Q2 		$385K Buy
6,793
+351
+5% +$20.8K 0.03% 480
2024
Q1 		$385K Buy
+6,442
New +$370K 0.04% 435

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

Atomi Financial Group's ES Position: Q2 2026 in Review

Atomi Financial Group increased its Eversource Energy (ES) stake by 5.2% in Q2 2026, buying an estimated $22.3K and bringing the position to 6,537 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #800.

Atomi Financial Group first reported a position in ES in Q1 2024 and has held it in 10 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Atomi Financial Group held 6,537 shares of Eversource Energy worth $472K as of Q2 2026.
  • Atomi Financial Group bought 322 Eversource Energy shares in Q2 2026, an estimated $22.3K.
  • Eversource Energy made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #800 holding.
  • Atomi Financial Group first reported a position in Eversource Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.