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 Q3	$202K	Hold	3,153	–	–	0.05%	113
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FC Advisory's ES Position: Q3 2026 in Review

FC Advisory held its Eversource Energy (ES) position steady in Q3 2026 at 3,153 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #113.

FC Advisory first reported a position in ES in Q4 2020 and has held it in 21 quarters since. The position peaked at $447K in Q1 2021. 168 funds tracked by Wall St. Rank hold ES as of Q3 2026.

FC Advisory held 3,153 shares of Eversource Energy worth $202K as of Q3 2026.
FC Advisory left its Eversource Energy share count unchanged in Q3 2026.
Eversource Energy made up 0.05% of FC Advisory's portfolio in Q3 2026, its #113 holding.
FC Advisory first reported a position in Eversource Energy in Q4 2020 and has held it in 21 quarters since.
FC Advisory's Eversource Energy position peaked at $447K in Q1 2021.
168 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.