GoalVest Advisory’s Eversource Energy ES Stock Holding History

GoalVest Advisory’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 Q3	$96.8K	Buy	1,509 +162	+12%	+$11.5K	0.02%	165
2026 Q2	$97.3K	Hold	1,347	–	–	0.02%	161
2026 Q1	$93.3K	Hold	1,347	–	–	0.02%	180
2025 Q4	$90.7K	Buy	1,347 +366	+37%	+$25.7K	0.02%	193
2025 Q3	$69.8K	Hold	981	–	–	0.01%	193
2025 Q2	$62.4K	Sell	981 -3	-0.3%	-$185	0.02%	192
2025 Q1	$61.1K	Buy	984 +3	+0.3%	+$179	0.02%	175
2024 Q4	$56.3K	Hold	981	–	–	0.02%	179
2024 Q3	$66.8K	Hold	981	–	–	0.02%	164
2024 Q2	$55.6K	Sell	981 -185	-16%	-$11K	0.02%	167
2024 Q1	$69.7K	Buy	1,166 +95	+9%	+$5.46K	0.02%	173
2023 Q4	$66.1K	Sell	1,071 -5	-0.5%	-$288	0.03%	120
2023 Q3	$62.6K	Sell	1,076 -64	-6%	-$4.27K	0.03%	128
2023 Q2	$80.8K	Buy	1,140 +19	+2%	+$1.42K	0.04%	112
2023 Q1	$87.7K	Hold	1,121	–	–	0.05%	91
2022 Q4	$94K	Sell	1,121 -206	-16%	-$16.3K	0.06%	90
2022 Q3	$103K	Hold	1,327	–	–	0.07%	90
2022 Q2	$111K	Sell	1,327 -6	-0.5%	-$533	0.07%	123
2022 Q1	$118K	Buy	+1,333	New	+$114K	0.07%	121
2021 Q2	$138K	Hold	1,715	–	–	0.09%	124
2021 Q1	$149K	Hold	1,715	–	–	0.11%	109
2020 Q4	$148K	Buy	+1,715	New	+$153K	0.12%	94

Other funds holding ES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GoalVest Advisory's ES Position: Q3 2026 in Review

GoalVest Advisory increased its Eversource Energy (ES) stake by 12% in Q3 2026, buying an estimated $11.5K and bringing the position to 1,509 shares worth $96.8K. The position accounts for 0.02% of the portfolio, ranked #165.

GoalVest Advisory first reported a position in ES in Q4 2020 and has held it in 22 quarters since. The position peaked at $149K in Q1 2021. 715 funds tracked by Wall St. Rank hold ES as of Q3 2026.

GoalVest Advisory held 1,509 shares of Eversource Energy worth $96.8K as of Q3 2026.
GoalVest Advisory bought 162 Eversource Energy shares in Q3 2026, an estimated $11.5K.
Eversource Energy made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #165 holding.
GoalVest Advisory first reported a position in Eversource Energy in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's Eversource Energy position peaked at $149K in Q1 2021.
715 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.