D'Orazio & Associates’s Eversource Energy ES Stock Holding History

D'Orazio & Associates’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	$206K	Buy	+2,849	New	+$197K	0.02%	290
2021 Q1	–	Sell	-983	Closed	-$85K	–	391
2020 Q4	$85K	Hold	983	–	–	0.03%	115
2020 Q3	$82K	Hold	983	–	–	0.03%	109
2020 Q2	$82K	Hold	983	–	–	0.04%	110
2020 Q1	$77K	Hold	983	–	–	0.04%	99
2019 Q4	$84K	Hold	983	–	–	0.02%	114
2019 Q3	$84K	Hold	983	–	–	0.03%	114
2019 Q2	$74K	Hold	983	–	–	0.02%	117
2019 Q1	$70K	Hold	983	–	–	0.02%	116
2018 Q4	$64K	Hold	983	–	–	0.02%	109
2018 Q3	$60K	Hold	983	–	–	0.02%	115
2018 Q2	$58K	Hold	983	–	–	0.02%	116
2018 Q1	$58K	Hold	983	–	–	0.02%	107
2017 Q4	$62K	Hold	983	–	–	0.02%	108
2017 Q3	$59K	Hold	983	–	–	0.02%	101
2017 Q2	$60K	Hold	983	–	–	0.02%	110
2017 Q1	$58K	Hold	983	–	–	0.02%	110
2016 Q4	$54K	Hold	983	–	–	0.02%	105
2016 Q3	$53K	Hold	983	–	–	0.02%	106
2016 Q2	$59K	Hold	983	–	–	0.02%	100
2016 Q1	$57K	Hold	983	–	–	0.02%	106
2015 Q4	$50K	Sell	983 -56	-5%	-$2.85K	0.02%	96
2015 Q3	$54K	Buy	1,039 +56	+6%	+$2.7K	0.03%	93
2015 Q2	$45K	Buy	+983	New	+$47.7K	0.03%	102

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D'Orazio & Associates's ES Position: Q2 2026 in Review

D'Orazio & Associates opened a new position in Eversource Energy (ES) in Q2 2026: 2,849 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: D'Orazio & Associates previously reported a position in ES as recently as Q4 2020.

D'Orazio & Associates first reported a position in ES in Q2 2015 and has held it in 24 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

D'Orazio & Associates held 2,849 shares of Eversource Energy worth $206K as of Q2 2026.
Eversource Energy was a new D'Orazio & Associates position in Q2 2026.
Eversource Energy made up 0.02% of D'Orazio & Associates's portfolio in Q2 2026, its #290 holding.
D'Orazio & Associates first reported a position in Eversource Energy in Q2 2015 and has held it in 24 quarters since.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.