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Clayton Financial Group’s Eversource Energy ES Stock Holding History

Clayton Financial Group’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 		– Sell
-60
Closed -$4.16K – 232
2026
Q1 		$4.16K Hold
60
– – ﹤0.01% 347
2025
Q4 		$4.04K Buy
+60
New +$4.21K ﹤0.01% 344

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

Clayton Financial Group's ES Position: Q2 2026 in Review

Clayton Financial Group sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 60 shares — an estimated $4.16K sold.

Clayton Financial Group first reported a position in ES in Q4 2025 and held it in 2 quarters. The position peaked at $4.16K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Clayton Financial Group reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 60 Eversource Energy shares in Q2 2026, an estimated $4.16K.
  • Clayton Financial Group first reported a position in Eversource Energy in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Eversource Energy position peaked at $4.16K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.