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Costello Asset Management’s Eversource Energy ES Stock Holding History

Costello Asset 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 		$7.23K Buy
+100
New +$6.92K ﹤0.01% 540

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

Costello Asset Management's ES Position: Q2 2026 in Review

Costello Asset Management opened a new position in Eversource Energy (ES) in Q2 2026: 100 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings.

1,117 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Costello Asset Management held 100 shares of Eversource Energy worth $7.23K as of Q2 2026.
  • Eversource Energy was a new Costello Asset Management position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #540 holding.
  • 1,117 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.