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 Q3	–	Sell	-2,849	Closed	-$206K	–	337
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

D'Orazio & Associates's ES Position: Q3 2026 in Review

D'Orazio & Associates sold out of Eversource Energy (ES) in Q3 2026, closing a stake of 2,849 shares — an estimated $206K sold.

D'Orazio & Associates first reported a position in ES in Q2 2015 and held it in 24 quarters. The position peaked at $206K in Q2 2026. 715 funds tracked by Wall St. Rank hold ES as of Q3 2026.

D'Orazio & Associates reported no remaining Eversource Energy position as of Q3 2026 after selling out during the quarter.
D'Orazio & Associates sold 2,849 Eversource Energy shares in Q3 2026, an estimated $206K.
D'Orazio & Associates first reported a position in Eversource Energy in Q2 2015 and held it in 24 quarters.
D'Orazio & Associates's Eversource Energy position peaked at $206K in Q2 2026.
715 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.