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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
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

Swedbank
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
AT
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's ES Position: Q2 2026 in Review

GoalVest Advisory held its Eversource Energy (ES) position steady in Q2 2026 at 1,347 shares worth $97.3K. The position accounts for 0.02% of the portfolio, ranked #161.

GoalVest Advisory first reported a position in ES in Q4 2020 and has held it in 21 quarters since. The position peaked at $149K in Q1 2021. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • GoalVest Advisory held 1,347 shares of Eversource Energy worth $97.3K as of Q2 2026.
  • GoalVest Advisory left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #161 holding.
  • GoalVest Advisory first reported a position in Eversource Energy in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Eversource Energy position peaked at $149K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.