Formidable Asset Management’s Eversource Energy ES Stock Holding History

Formidable Asset Management’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	$277K	Sell	4,000 -53	-1%	-$3.67K	0.04%	331
2026 Q1	$273K	Sell	4,053 -199	-5%	-$14.1K	0.04%	335
2025 Q4	$302K	Hold	4,252	–	–	0.04%	336
2025 Q3	$271K	Hold	4,252	–	–	0.04%	340
2025 Q2	$264K	Hold	4,252	–	–	0.04%	327
2025 Q1	$264K	Hold	4,252	–	–	0.04%	326
2024 Q4	$244K	Hold	4,252	–	–	0.04%	330
2024 Q3	$289K	Hold	4,252	–	–	0.05%	297
2024 Q2	$241K	Hold	4,252	–	–	0.04%	338
2024 Q1	$254K	Buy	+4,252	New	+$244K	0.04%	302

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Formidable Asset Management's ES Position: Q2 2026 in Review

Formidable Asset Management reduced its Eversource Energy (ES) stake by 1.3% in Q2 2026, selling an estimated $3.67K and leaving 4,000 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #331.

Formidable Asset Management first reported a position in ES in Q1 2024 and has held it in 10 quarters since. The position peaked at $302K in Q4 2025. 204 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Formidable Asset Management held 4,000 shares of Eversource Energy worth $277K as of Q2 2026.
Formidable Asset Management sold 53 Eversource Energy shares in Q2 2026, an estimated $3.67K.
Eversource Energy made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #331 holding.
Formidable Asset Management first reported a position in Eversource Energy in Q1 2024 and has held it in 10 quarters since.
Formidable Asset Management's Eversource Energy position peaked at $302K in Q4 2025.
204 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.