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Fi3 Financial Advisors’s Eversource Energy ES Stock Holding History

Fi3 Financial Advisors’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 		$212K Buy
+1,634
New +$113K 0.05% 224

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

Fi3 Financial Advisors's ES Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 1,634 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Fi3 Financial Advisors held 1,634 shares of Eversource Energy worth $212K as of Q2 2026.
  • Eversource Energy was a new Fi3 Financial Advisors position in Q2 2026.
  • Eversource Energy made up 0.05% of Fi3 Financial Advisors's portfolio in Q2 2026, its #224 holding.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.