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Brick & Kyle Associates’s Eversource Energy ES Stock Holding History

Brick & Kyle Associates’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 		$6.16M Hold
88,865
– – 2.03% 18
2026
Q1 		$6.16M Sell
88,865
-9,966
-10% -$704K 2.03% 18
2025
Q4 		$6.65M Sell
98,831
-511
-0.5% -$35.9K 2.36% 15
2025
Q3 		$7.07M Buy
+99,342
New +$6.51M 2.61% 14

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

Brick & Kyle Associates's ES Position: Q2 2026 in Review

Brick & Kyle Associates held its Eversource Energy (ES) position steady in Q2 2026 at 88,865 shares worth $6.16M. The position accounts for 2.03% of the portfolio, ranked #18.

Brick & Kyle Associates first reported a position in ES in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.07M in Q3 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Brick & Kyle Associates held 88,865 shares of Eversource Energy worth $6.16M as of Q2 2026.
  • Brick & Kyle Associates left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 2.03% of Brick & Kyle Associates's portfolio in Q2 2026, its #18 holding.
  • Brick & Kyle Associates first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • Brick & Kyle Associates's Eversource Energy position peaked at $7.07M in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.