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Compass Financial Management’s Eversource Energy ES Stock Holding History

Compass Financial 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 		$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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Financial Management's ES Position: Q2 2026 in Review

Compass Financial Management 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.

1,061 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Compass Financial Management held 5,244 shares of Eversource Energy worth $379K as of Q2 2026.
  • Eversource Energy was a new Compass Financial Management position in Q2 2026.
  • Eversource Energy made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #309 holding.
  • 1,061 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.