Burk Holdings’s Eversource Energy ES Stock Holding History

Burk Holdings’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	$4.55K	Hold	63	–	–	﹤0.01%	374
2026 Q1	$4.37K	Buy	+63	New	+$4.45K	﹤0.01%	380

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burk Holdings's ES Position: Q2 2026 in Review

Burk Holdings held its Eversource Energy (ES) position steady in Q2 2026 at 63 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Burk Holdings first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Burk Holdings held 63 shares of Eversource Energy worth $4.55K as of Q2 2026.
Burk Holdings left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #374 holding.
Burk Holdings first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.