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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
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 $6.73T 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

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

Bleakley Financial Group increased its Eversource Energy (ES) stake by 241% in Q2 2026, buying an estimated $1.83M and bringing the position to 37,365 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #398.

Bleakley Financial Group first reported a position in ES in Q4 2022 and has held it in 11 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bleakley Financial Group held 37,365 shares of Eversource Energy worth $2.7M as of Q2 2026.
  • Bleakley Financial Group bought 26,416 Eversource Energy shares in Q2 2026, an estimated $1.83M.
  • Eversource Energy made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #398 holding.
  • Bleakley Financial Group first reported a position in Eversource Energy in Q4 2022 and has held it in 11 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.