Bleakley Financial Group
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Bleakley Financial Group’s Eversource Energy ES Stock Holding History

Bleakley 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
Q3 		$2.73M Buy
42,535
+5,170
+14% +$368K 0.03% 451
2026
Q2 		$2.7M Buy
37,365
+26,416
+241% +$1.83M 0.03% 398
2026
Q1 		$759K Buy
+10,949
New +$774K 0.01% 573
2025
Q1 		– Sell
-4,734
Closed -$272K – 652
2024
Q4 		$272K Sell
4,734
-98
-2% -$6.11K 0.01% 837
2024
Q3 		$329K Sell
4,832
-369
-7% -$23.8K 0.01% 735
2024
Q2 		$295K Sell
5,201
-674
-11% -$40K 0.01% 755
2024
Q1 		$351K Sell
5,875
-776
-12% -$44.6K 0.01% 715
2023
Q4 		$411K Buy
6,651
+443
+7% +$25.5K 0.01% 646
2023
Q3 		$361K Sell
6,208
-3,318
-35% -$221K 0.01% 626
2023
Q2 		$676K Sell
9,526
-175
-2% -$13K 0.02% 510
2023
Q1 		$759K Buy
9,701
+577
+6% +$45.6K 0.03% 455
2022
Q4 		$765K Buy
+9,124
New +$724K 0.03% 435

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bleakley Financial Group's ES Position: Q3 2026 in Review

Bleakley Financial Group increased its Eversource Energy (ES) stake by 14% in Q3 2026, buying an estimated $368K and bringing the position to 42,535 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #451.

Bleakley Financial Group first reported a position in ES in Q4 2022 and has held it in 12 quarters since. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Bleakley Financial Group held 42,535 shares of Eversource Energy worth $2.73M as of Q3 2026.
  • Bleakley Financial Group bought 5,170 Eversource Energy shares in Q3 2026, an estimated $368K.
  • Eversource Energy made up 0.03% of Bleakley Financial Group's portfolio in Q3 2026, its #451 holding.
  • Bleakley Financial Group first reported a position in Eversource Energy in Q4 2022 and has held it in 12 quarters since.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Bleakley Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.