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Foundations Investment Advisors’s Eversource Energy ES Stock Holding History

Foundations Investment 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 		$258K Sell
3,564
-378
-10% -$26.2K ﹤0.01% 1033
2026
Q1 		$273K Buy
3,942
+495
+14% +$35K ﹤0.01% 949
2025
Q4 		$232K Buy
3,447
+231
+7% +$16.2K ﹤0.01% 999
2025
Q3 		$229K Buy
+3,216
New +$211K ﹤0.01% 951

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Foundations Investment Advisors's ES Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Eversource Energy (ES) stake by 9.6% in Q2 2026, selling an estimated $26.2K and leaving 3,564 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Foundations Investment Advisors first reported a position in ES in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Foundations Investment Advisors held 3,564 shares of Eversource Energy worth $258K as of Q2 2026.
  • Foundations Investment Advisors sold 378 Eversource Energy shares in Q2 2026, an estimated $26.2K.
  • Eversource Energy made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1033 holding.
  • Foundations Investment Advisors first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Eversource Energy position peaked at $273K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.