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Bruce G. Allen Investments’s Eversource Energy ES Stock Holding History

Bruce G. Allen Investments’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 		$18.9K Hold
261
– – 0.01% 419
2026
Q1 		$18.1K Hold
261
– – 0.01% 416
2025
Q4 		$17.6K Hold
261
– – 0.01% 416
2025
Q3 		$18.6K Hold
261
– – 0.01% 413
2025
Q2 		$16.6K Sell
261
-19
-7% -$1.17K 0.01% 416
2025
Q1 		$17.4K Buy
280
+19
+7% +$1.13K 0.01% 391
2024
Q4 		$15K Sell
261
-7
-3% -$436 0.01% 424
2024
Q3 		$18.2K Hold
268
– – 0.01% 401
2024
Q2 		$15.2K Buy
268
+2
+0.8% +$119 0.01% 405
2024
Q1 		$15.9K Sell
266
-49
-16% -$2.82K 0.01% 406
2023
Q4 		$19.4K Buy
+315
New +$18.2K 0.02% 375

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bruce G. Allen Investments's ES Position: Q2 2026 in Review

Bruce G. Allen Investments held its Eversource Energy (ES) position steady in Q2 2026 at 261 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #419.

Bruce G. Allen Investments first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bruce G. Allen Investments held 261 shares of Eversource Energy worth $18.9K as of Q2 2026.
  • Bruce G. Allen Investments left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #419 holding.
  • Bruce G. Allen Investments first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Eversource Energy position peaked at $19.4K in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.