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Callan Family Office’s Eversource Energy ES Stock Holding History

Callan Family Office’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 		$375K Buy
5,191
+15
+0.3% +$1.04K 0.01% 921
2026
Q1 		$359K Sell
5,176
-275
-5% -$19.4K 0.01% 871
2025
Q4 		$367K Buy
5,451
+643
+13% +$45.1K 0.01% 870
2025
Q3 		$342K Sell
4,808
-1,533
-24% -$101K 0.01% 655
2025
Q2 		$403K Buy
+6,341
New +$391K 0.01% 677

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

Callan Family Office's ES Position: Q2 2026 in Review

Callan Family Office increased its Eversource Energy (ES) stake by 0.29% in Q2 2026, buying an estimated $1.04K and bringing the position to 5,191 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #921.

Callan Family Office first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $403K in Q2 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Callan Family Office held 5,191 shares of Eversource Energy worth $375K as of Q2 2026.
  • Callan Family Office bought 15 Eversource Energy shares in Q2 2026, an estimated $1.04K.
  • Eversource Energy made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #921 holding.
  • Callan Family Office first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Eversource Energy position peaked at $403K in Q2 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.