Econ Financial Services
ES icon

Econ Financial Services’s Eversource Energy ES Stock Holding History

Econ Financial Services’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 		$201K Buy
3,135
+38
+1% +$2.7K 0.08% 85
2026
Q2 		$224K Buy
3,097
+33
+1% +$2.28K 0.1% 71
2026
Q1 		$212K Buy
3,064
+35
+1% +$2.47K 0.1% 74
2025
Q4 		$204K Buy
3,029
+33
+1% +$2.32K 0.1% 74
2025
Q3 		$213K Buy
+2,996
New +$196K 0.11% 77
2023
Q2 		– Sell
-2,651
Closed -$207K – 90
2023
Q1 		$207K Buy
2,651
+20
+0.8% +$1.58K 0.16% 80
2022
Q4 		$221K Buy
2,631
+21
+0.8% +$1.67K 0.22% 54
2022
Q3 		$203K Buy
2,610
+19
+0.7% +$1.68K 0.17% 73
2022
Q2 		$219K Buy
2,591
+19
+0.7% +$1.69K 0.18% 73
2022
Q1 		$227K Buy
2,572
+17
+0.7% +$1.45K 0.17% 59
2021
Q4 		$232K Buy
+2,555
New +$220K 0.17% 74

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Econ Financial Services's ES Position: Q3 2026 in Review

Econ Financial Services increased its Eversource Energy (ES) stake by 1.2% in Q3 2026, buying an estimated $2.7K and bringing the position to 3,135 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #85.

Econ Financial Services first reported a position in ES in Q4 2021 and has held it in 11 quarters since. The position peaked at $232K in Q4 2021. 599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Econ Financial Services held 3,135 shares of Eversource Energy worth $201K as of Q3 2026.
  • Econ Financial Services bought 38 Eversource Energy shares in Q3 2026, an estimated $2.7K.
  • Eversource Energy made up 0.08% of Econ Financial Services's portfolio in Q3 2026, its #85 holding.
  • Econ Financial Services first reported a position in Eversource Energy in Q4 2021 and has held it in 11 quarters since.
  • Econ Financial Services's Eversource Energy position peaked at $232K in Q4 2021.
  • 599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.