Compass Financial Management
ES icon

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
Q3 		$348K Buy
5,421
+177
+3% +$12.6K 0.04% 353
2026
Q2 		$379K Buy
+5,244
New +$363K 0.05% 309

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Compass Financial Management's ES Position: Q3 2026 in Review

Compass Financial Management increased its Eversource Energy (ES) stake by 3.4% in Q3 2026, buying an estimated $12.6K and bringing the position to 5,421 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #353.

Compass Financial Management first reported a position in ES in Q2 2026 and has held it in 2 quarters since. The position peaked at $379K in Q2 2026. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Compass Financial Management held 5,421 shares of Eversource Energy worth $348K as of Q3 2026.
  • Compass Financial Management bought 177 Eversource Energy shares in Q3 2026, an estimated $12.6K.
  • Eversource Energy made up 0.04% of Compass Financial Management's portfolio in Q3 2026, its #353 holding.
  • Compass Financial Management first reported a position in Eversource Energy in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Eversource Energy position peaked at $379K in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.