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Creative Financial Designs’s Eversource Energy ES Stock Holding History

Creative Financial Designs’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 		$640K Buy
8,852
+128
+1% +$8.86K 0.03% 358
2026
Q1 		$604K Sell
8,724
-3,413
-28% -$241K 0.04% 308
2025
Q4 		$817K Buy
12,137
+1,579
+15% +$111K 0.05% 257
2025
Q3 		$751K Buy
10,558
+10,165
+2,587% +$666K 0.05% 269
2025
Q2 		$25K Buy
393
+147
+60% +$9.06K ﹤0.01% 1063
2025
Q1 		$15.3K Buy
246
+8
+3% +$477 ﹤0.01% 1168
2024
Q4 		$13.7K Buy
238
+230
+2,875% +$14.3K ﹤0.01% 1141
2024
Q3 		$544 Hold
8
– – ﹤0.01% 1622
2024
Q2 		$454 Hold
8
– – ﹤0.01% 1584
2024
Q1 		$478 Buy
+8
New +$460 ﹤0.01% 1595
2017
Q1 		– Sell
-43
Closed -$2K – 751
2016
Q4 		$2K Buy
+43
New +$2.3K ﹤0.01% 580

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

Creative Financial Designs's ES Position: Q2 2026 in Review

Creative Financial Designs increased its Eversource Energy (ES) stake by 1.5% in Q2 2026, buying an estimated $8.86K and bringing the position to 8,852 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #358.

Creative Financial Designs first reported a position in ES in Q4 2016 and has held it in 11 quarters since. The position peaked at $817K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Creative Financial Designs held 8,852 shares of Eversource Energy worth $640K as of Q2 2026.
  • Creative Financial Designs bought 128 Eversource Energy shares in Q2 2026, an estimated $8.86K.
  • Eversource Energy made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #358 holding.
  • Creative Financial Designs first reported a position in Eversource Energy in Q4 2016 and has held it in 11 quarters since.
  • Creative Financial Designs's Eversource Energy position peaked at $817K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.