FC
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Financial Consulate’s Eversource Energy ES Stock Holding History

Financial Consulate’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 		$3.54K Sell
49
-1
-2% -$69 ﹤0.01% 912
2026
Q1 		$3.46K Buy
50
+37
+285% +$2.62K ﹤0.01% 865
2025
Q4 		$876 Buy
+13
New +$913 ﹤0.01% 1042

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

Financial Consulate's ES Position: Q2 2026 in Review

Financial Consulate reduced its Eversource Energy (ES) stake by 2% in Q2 2026, selling an estimated $69 and leaving 49 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Financial Consulate first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Financial Consulate held 49 shares of Eversource Energy worth $3.54K as of Q2 2026.
  • Financial Consulate sold 1 Eversource Energy share in Q2 2026, an estimated $69.
  • Eversource Energy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #912 holding.
  • Financial Consulate first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.