Fiduciary Financial Group’s Eversource Energy ES Stock Holding History

Fiduciary Financial Group’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	$439K	Buy	6,068 +203	+3%	+$14.1K	0.05%	224
2026 Q1	$406K	Sell	5,865 -39	-0.7%	-$2.76K	0.05%	222
2025 Q4	$398K	Buy	5,904 +119	+2%	+$8.36K	0.06%	212
2025 Q3	$412K	Buy	5,785 +655	+13%	+$42.9K	0.07%	182
2025 Q2	$331K	Buy	5,130 +605	+13%	+$37.3K	0.06%	213
2025 Q1	$252K	Buy	+4,525	New	+$270K	0.05%	228

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Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return