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COMPASS FINANCIAL MANAGEMENT LLC’s Eversource Energy ES Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$379K Buy
+5,244
New +$363K 0.05% 309

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ES Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Eversource Energy (ES) in Q2 2026: 5,244 shares worth $379K. The stake represents 0.05% of the portfolio and ranks #309 among its holdings.

826 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 5,244 shares of Eversource Energy worth $379K as of Q2 2026.
  • Eversource Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Eversource Energy made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #309 holding.
  • 826 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.