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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

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

Fiduciary Financial Group's ES Position: Q2 2026 in Review

Fiduciary Financial Group increased its Eversource Energy (ES) stake by 3.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 6,068 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #224.

Fiduciary Financial Group first reported a position in ES in Q1 2025 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Fiduciary Financial Group held 6,068 shares of Eversource Energy worth $439K as of Q2 2026.
  • Fiduciary Financial Group bought 203 Eversource Energy shares in Q2 2026, an estimated $14.1K.
  • Eversource Energy made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #224 holding.
  • Fiduciary Financial Group first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.