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FC Advisory’s Eversource Energy ES Stock Holding History

FC Advisory’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 		$228K Hold
3,153
– – 0.06% 108
2026
Q1 		$218K Hold
3,153
– – 0.06% 108
2025
Q4 		$212K Hold
3,153
– – 0.06% 113
2025
Q3 		$224K Sell
3,153
-408
-11% -$26.8K 0.07% 110
2025
Q2 		$227K Buy
3,561
+41
+1% +$2.53K 0.07% 108
2025
Q1 		$219K Buy
+3,520
New +$210K 0.07% 104
2024
Q4 		– Sell
-3,435
Closed -$234K – 107
2024
Q3 		$234K Buy
+3,435
New +$222K 0.08% 101
2024
Q2 		– Sell
-3,389
Closed -$203K – 96
2024
Q1 		$203K Buy
3,389
+35
+1% +$2.01K 0.07% 95
2023
Q4 		$207K Buy
+3,354
New +$193K 0.08% 96
2023
Q3 		– Sell
-3,423
Closed -$243K – 92
2023
Q2 		$243K Buy
3,423
+29
+0.9% +$2.16K 0.1% 87
2023
Q1 		$266K Buy
3,394
+25
+0.7% +$1.98K 0.12% 82
2022
Q4 		$282K Buy
3,369
+26
+0.8% +$2.06K 0.13% 77
2022
Q3 		$261K Sell
3,343
-770
-19% -$67.9K 0.13% 75
2022
Q2 		$347K Buy
4,113
+29
+0.7% +$2.58K 0.17% 65
2022
Q1 		$360K Buy
4,084
+27
+0.7% +$2.31K 0.16% 55
2021
Q4 		$369K Buy
4,057
+29
+0.7% +$2.5K 0.15% 54
2021
Q3 		$329K Buy
4,028
+38
+1% +$3.3K 0.15% 54
2021
Q2 		$320K Sell
3,990
-1,167
-23% -$98.3K 0.14% 57
2021
Q1 		$447K Hold
5,157
– – 0.22% 43
2020
Q4 		$446K Buy
+5,157
New +$459K 0.22% 42

Other funds holding ES

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FC Advisory's ES Position: Q2 2026 in Review

FC Advisory held its Eversource Energy (ES) position steady in Q2 2026 at 3,153 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #108.

FC Advisory first reported a position in ES in Q4 2020 and has held it in 20 quarters since. The position peaked at $447K in Q1 2021. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • FC Advisory held 3,153 shares of Eversource Energy worth $228K as of Q2 2026.
  • FC Advisory left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.06% of FC Advisory's portfolio in Q2 2026, its #108 holding.
  • FC Advisory first reported a position in Eversource Energy in Q4 2020 and has held it in 20 quarters since.
  • FC Advisory's Eversource Energy position peaked at $447K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.