EF
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Empowered Funds’s Eversource Energy ES Stock Holding History

Empowered Funds’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 		$5.51M Buy
76,205
+26,506
+53% +$1.84M 0.03% 664
2026
Q1 		$3.44M Buy
49,699
+27,090
+120% +$1.91M 0.02% 815
2025
Q4 		$1.52M Buy
22,609
+1,401
+7% +$98.4K 0.03% 564
2025
Q3 		$1.51M Buy
21,208
+2,855
+16% +$187K 0.02% 1032
2025
Q2 		$1.17M Buy
18,353
+2,204
+14% +$136K 0.01% 1027
2025
Q1 		$1M Buy
16,149
+1,319
+9% +$78.7K 0.01% 995
2024
Q4 		$852K Buy
14,830
+5,441
+58% +$339K 0.01% 1012
2024
Q3 		$639K Buy
9,389
+4,065
+76% +$263K 0.01% 1026
2024
Q2 		$302K Sell
5,324
-16,994
-76% -$1.01M 0.01% 1206
2024
Q1 		$1.33M Sell
22,318
-10,739
-32% -$617K 0.02% 751
2023
Q4 		$2.04M Buy
33,057
+16,758
+103% +$966K 0.05% 508
2023
Q3 		$948K Buy
16,299
+13,401
+462% +$893K 0.03% 683
2023
Q2 		$206K Buy
+2,898
New +$216K 0.01% 1068

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

Empowered Funds's ES Position: Q2 2026 in Review

Empowered Funds increased its Eversource Energy (ES) stake by 53% in Q2 2026, buying an estimated $1.84M and bringing the position to 76,205 shares worth $5.51M. The position accounts for 0.03% of the portfolio, ranked #664.

Empowered Funds first reported a position in ES in Q2 2023 and has held it in 13 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Empowered Funds held 76,205 shares of Eversource Energy worth $5.51M as of Q2 2026.
  • Empowered Funds bought 26,506 Eversource Energy shares in Q2 2026, an estimated $1.84M.
  • Eversource Energy made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #664 holding.
  • Empowered Funds first reported a position in Eversource Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.