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BFSG LLC’s Eversource Energy ES Stock Holding History

BFSG LLC’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 		$4.23M Buy
58,477
+3,866
+7% +$268K 0.37% 81
2026
Q1 		$3.78M Buy
54,611
+109
+0.2% +$7.7K 0.36% 87
2025
Q4 		$3.67M Buy
+54,502
New +$3.83M 0.36% 89
2025
Q3 		– Sell
-500
Closed -$31.8K – 708
2025
Q2 		$31.8K Hold
500
– – ﹤0.01% 418
2025
Q1 		$31.1K Hold
500
– – ﹤0.01% 412
2024
Q4 		$28.7K Hold
500
– – ﹤0.01% 420
2024
Q3 		$34K Hold
500
– – ﹤0.01% 409
2024
Q2 		$28.4K Hold
500
– – ﹤0.01% 399
2024
Q1 		$29.9K Hold
500
– – ﹤0.01% 412
2023
Q4 		$30.9K Buy
+500
New +$28.8K ﹤0.01% 389

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

BFSG LLC's ES Position: Q2 2026 in Review

BFSG LLC increased its Eversource Energy (ES) stake by 7.1% in Q2 2026, buying an estimated $268K and bringing the position to 58,477 shares worth $4.23M. The position accounts for 0.37% of the portfolio, ranked #81.

BFSG LLC first reported a position in ES in Q4 2023 and has held it in 10 quarters since. 1,122 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • BFSG LLC held 58,477 shares of Eversource Energy worth $4.23M as of Q2 2026.
  • BFSG LLC bought 3,866 Eversource Energy shares in Q2 2026, an estimated $268K.
  • Eversource Energy made up 0.37% of BFSG LLC's portfolio in Q2 2026, its #81 holding.
  • BFSG LLC first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.