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Cassaday & Co Wealth Management’s Eversource Energy ES Stock Holding History

Cassaday & Co Wealth Management’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 		$16.8K Buy
233
+156
+203% +$10.8K ﹤0.01% 797
2026
Q1 		$5.33K Buy
+77
New +$5.44K ﹤0.01% 962

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

Cassaday & Co Wealth Management's ES Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Eversource Energy (ES) stake by 203% in Q2 2026, buying an estimated $10.8K and bringing the position to 233 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Cassaday & Co Wealth Management 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.

  • Cassaday & Co Wealth Management held 233 shares of Eversource Energy worth $16.8K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 156 Eversource Energy shares in Q2 2026, an estimated $10.8K.
  • Eversource Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #797 holding.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.