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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
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 $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

BFSG LLC's ES Position: Q1 2026 in Review

BFSG LLC increased its Eversource Energy (ES) stake by 0.2% in Q1 2026, buying an estimated $7.7K and bringing the position to 54,611 shares worth $3.78M. The position accounts for 0.36% of the portfolio, ranked #87.

BFSG LLC first reported a position in ES in Q4 2023 and has held it in 9 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • BFSG LLC held 54,611 shares of Eversource Energy worth $3.78M as of Q1 2026.
  • BFSG LLC bought 109 Eversource Energy shares in Q1 2026, an estimated $7.7K.
  • Eversource Energy made up 0.36% of BFSG LLC's portfolio in Q1 2026, its #87 holding.
  • BFSG LLC first reported a position in Eversource Energy in Q4 2023 and has held it in 9 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.