Fortis Group Advisors’s Eversource Energy ES Stock Holding History

Fortis Group Advisors’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	$281K	Hold	3,891	–	–	0.04%	223
2026 Q1	$275K	Hold	3,891	–	–	0.05%	245
2025 Q4	$269K	Hold	3,891	–	–	0.05%	248
2025 Q3	$287K	Hold	3,891	–	–	0.05%	193
2025 Q2	$257K	Hold	3,891	–	–	0.05%	193
2025 Q1	$242K	Hold	3,891	–	–	0.05%	176
2024 Q4	$223K	Hold	3,891	–	–	0.04%	181
2024 Q3	$265K	Hold	3,891	–	–	0.05%	164
2024 Q2	$221K	Hold	3,891	–	–	0.04%	170
2024 Q1	$233K	Hold	3,891	–	–	0.04%	183
2023 Q4	$305K	Hold	3,891	–	–	0.08%	99
2023 Q3	$305K	Hold	3,891	–	–	0.09%	93
2023 Q2	$276K	Hold	3,891	–	–	0.07%	113
2023 Q1	$302K	Buy	+3,891	New	+$307K	0.09%	93
2020 Q3	$325K	Buy	+3,891	New	+$333K	0.06%	133

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fortis Group Advisors's ES Position: Q2 2026 in Review

Fortis Group Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 3,891 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #223.

Fortis Group Advisors first reported a position in ES in Q3 2020 and has held it in 15 quarters since. The position peaked at $325K in Q3 2020. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Fortis Group Advisors held 3,891 shares of Eversource Energy worth $281K as of Q2 2026.
Fortis Group Advisors left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #223 holding.
Fortis Group Advisors first reported a position in Eversource Energy in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Eversource Energy position peaked at $325K in Q3 2020.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.