EFS
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Essex Financial Services’s Eversource Energy ES Stock Holding History

Essex 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
Q1 		$1.34M Buy
19,405
+532
+3% +$37.6K 0.08% 223
2025
Q4 		$1.27M Buy
18,873
+275
+1% +$19.3K 0.07% 229
2025
Q3 		$1.32M Sell
18,598
-1,577
-8% -$103K 0.08% 217
2025
Q2 		$1.28M Buy
20,175
+841
+4% +$51.8K 0.08% 209
2025
Q1 		$1.2M Sell
19,334
-2,461
-11% -$147K 0.09% 205
2024
Q4 		$1.25M Buy
21,795
+876
+4% +$54.6K 0.09% 194
2024
Q3 		$1.39M Sell
20,919
-1,164
-5% -$75.2K 0.1% 188
2024
Q2 		$1.43M Buy
22,083
+2,631
+14% +$156K 0.11% 181
2024
Q1 		$1.16M Buy
19,452
+240
+1% +$13.8K 0.11% 183
2023
Q4 		$1.19M Sell
19,212
-4,303
-18% -$248K 0.12% 163
2023
Q3 		$1.37M Buy
23,515
+4,465
+23% +$298K 0.16% 134
2023
Q2 		$1.35M Sell
19,050
-152
-0.8% -$11.3K 0.15% 137
2023
Q1 		$1.5M Buy
19,202
+5,584
+41% +$441K 0.16% 135
2022
Q4 		$1.14M Buy
13,618
+732
+6% +$58.1K 0.12% 162
2022
Q3 		$1M Buy
12,886
+22
+0.2% +$1.94K 0.12% 159
2022
Q2 		$1.09M Buy
12,864
+23
+0.2% +$2.04K 0.12% 167
2022
Q1 		$1.13M Buy
12,841
+181
+1% +$15.5K 0.11% 188
2021
Q4 		$1.15M Buy
12,660
+174
+1% +$15K 0.11% 181
2021
Q3 		$1.02M Buy
12,486
+87
+0.7% +$7.55K 0.12% 185
2021
Q2 		$1.07M Hold
12,399
– – 0.16% 140
2021
Q1 		$1.07M Buy
12,399
+1,160
+10% +$98.5K 0.19% 118
2020
Q4 		$972K Buy
11,239
+250
+2% +$22.3K 0.19% 115
2020
Q3 		$918K Buy
10,989
+459
+4% +$39.3K 0.23% 103
2020
Q2 		$877K Buy
10,530
+738
+8% +$61.1K 0.27% 92
2020
Q1 		$766K Buy
9,792
+277
+3% +$24.3K 0.27% 93
2019
Q4 		$809K Buy
9,515
+900
+10% +$74.8K 0.22% 104
2019
Q3 		$736K Sell
8,615
-1,656
-16% -$132K 0.24% 98
2019
Q2 		$778K Buy
10,271
+532
+5% +$38.9K 0.23% 94
2019
Q1 		$691K Buy
9,739
+78
+0.8% +$5.37K 0.21% 102
2018
Q4 		$628K Sell
9,661
-1,554
-14% -$101K 0.19% 110
2018
Q3 		$689K Sell
11,215
-85
-0.8% -$5.2K 0.15% 130
2018
Q2 		$662K Buy
11,300
+1,570
+16% +$90.4K 0.16% 131
2018
Q1 		$573K Sell
9,730
-1,900
-16% -$112K 0.11% 179
2017
Q4 		$735K Buy
11,630
+140
+1% +$8.85K 0.17% 116
2017
Q3 		$694K Buy
11,490
+2,316
+25% +$143K 0.17% 124
2017
Q2 		$557K Buy
9,174
+2,992
+48% +$182K 0.12% 175
2017
Q1 		$363K Sell
6,182
-537
-8% -$30.5K 0.08% 225
2016
Q4 		$371K Sell
6,719
-1,211
-15% -$64.7K 0.08% 225
2016
Q3 		$430K Buy
7,930
+17
+0.2% +$960 0.1% 183
2016
Q2 		$474K Buy
7,913
+97
+1% +$5.49K 0.11% 171
2016
Q1 		$456K Sell
7,816
-1,453
-16% -$79.3K 0.11% 181
2015
Q4 		$473K Sell
9,269
-5
-0.1% -$254 0.11% 180
2015
Q3 		$469K Buy
9,274
+249
+3% +$12K 0.12% 182
2015
Q2 		$410K Sell
9,025
-1,947
-18% -$94.4K 0.11% 202
2015
Q1 		$554K Buy
10,972
+800
+8% +$42.1K 0.14% 166
2014
Q4 		$544K Buy
10,172
+1,426
+16% +$71.1K 0.14% 165
2014
Q3 		$387K Buy
8,746
+1,981
+29% +$89.1K 0.12% 191
2014
Q2 		$320K Buy
6,765
+13
+0.2% +$596 0.1% 219
2014
Q1 		$307K Sell
6,752
-93
-1% -$4.06K 0.1% 214
2013
Q4 		$290K Buy
6,845
+1,449
+27% +$60.8K 0.1% 209
2013
Q3 		$223 Sell
5,396
-1,387
-20% -$58.7K 0.07% 232
2013
Q2 		$285K Buy
+6,783
New +$293K 0.1% 193

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Essex Financial Services's ES Position: Q1 2026 in Review

Essex Financial Services increased its Eversource Energy (ES) stake by 2.8% in Q1 2026, buying an estimated $37.6K and bringing the position to 19,405 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #223.

Essex Financial Services first reported a position in ES in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.5M in Q1 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Essex Financial Services held 19,405 shares of Eversource Energy worth $1.34M as of Q1 2026.
  • Essex Financial Services bought 532 Eversource Energy shares in Q1 2026, an estimated $37.6K.
  • Eversource Energy made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #223 holding.
  • Essex Financial Services first reported a position in Eversource Energy in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Eversource Energy position peaked at $1.5M in Q1 2023.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.