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Gallagher Fiduciary Advisors’s Eversource Energy ES Stock Holding History

Gallagher Fiduciary 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 		$604K Sell
8,357
-40
-0.5% -$2.77K 0.02% 163
2026
Q1 		$582K Buy
8,397
+112
+1% +$7.92K 0.02% 137
2025
Q4 		$558K Buy
8,285
+342
+4% +$24K 0.02% 165
2025
Q3 		$565K Buy
7,943
+183
+2% +$12K 0.02% 142
2025
Q2 		$494K Buy
7,760
+375
+5% +$23.1K 0.02% 180
2025
Q1 		$459K Buy
7,385
+378
+5% +$22.6K 0.02% 168
2024
Q4 		$402K Buy
7,007
+534
+8% +$33.3K 0.08% 171
2024
Q3 		$440K Buy
+6,473
New +$418K 0.09% 132

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

Gallagher Fiduciary Advisors's ES Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Eversource Energy (ES) stake by 0.48% in Q2 2026, selling an estimated $2.77K and leaving 8,357 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #163.

Gallagher Fiduciary Advisors first reported a position in ES in Q3 2024 and has held it in 8 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Gallagher Fiduciary Advisors held 8,357 shares of Eversource Energy worth $604K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 40 Eversource Energy shares in Q2 2026, an estimated $2.77K.
  • Eversource Energy made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #163 holding.
  • Gallagher Fiduciary Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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