Finivi Inc’s Eversource Energy ES Stock Holding History

Finivi Inc’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	$971K	Sell	13,437 -11	-0.1%	-$762	0.5%	51
2026 Q1	$932K	Buy	13,448 +4,243	+46%	+$300K	0.51%	46
2025 Q4	$620K	Sell	9,205 -4,197	-31%	-$295K	0.36%	61
2025 Q3	$953K	Sell	13,402 -6,376	-32%	-$418K	0.61%	40
2025 Q2	$1.26M	Sell	19,778 -4,915	-20%	-$303K	0.85%	33
2025 Q1	$1.53M	Sell	24,693 -56	-0.2%	-$3.34K	1.23%	27
2024 Q4	$1.42M	Buy	24,749 +15,292	+162%	+$953K	1.14%	28
2024 Q3	$644K	Buy	9,457 +6	+0.1%	+$388	0.52%	49
2024 Q2	$536K	Buy	9,451 +12	+0.1%	+$711	0.44%	55
2024 Q1	$564K	Buy	9,439 +1,636	+21%	+$94.1K	0.51%	51
2023 Q4	$482K	Buy	+7,803	New	+$450K	0.47%	58
2021 Q4	$707K	Buy	+7,772	New	+$669K	0.75%	43

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Finivi Inc's ES Position: Q2 2026 in Review

Finivi Inc reduced its Eversource Energy (ES) stake by 0.08% in Q2 2026, selling an estimated $762 and leaving 13,437 shares worth $971K. The position accounts for 0.5% of the portfolio, ranked #51.

Finivi Inc first reported a position in ES in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.53M in Q1 2025. 1,104 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Finivi Inc held 13,437 shares of Eversource Energy worth $971K as of Q2 2026.
Finivi Inc sold 11 Eversource Energy shares in Q2 2026, an estimated $762.
Eversource Energy made up 0.5% of Finivi Inc's portfolio in Q2 2026, its #51 holding.
Finivi Inc first reported a position in Eversource Energy in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's Eversource Energy position peaked at $1.53M in Q1 2025.
1,104 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.