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Godfrey Financial Associates’s Eversource Energy ES Stock Holding History

Godfrey Financial Associates’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 		$30.8K Hold
426
– – 0.02% 297
2026
Q1 		$29.5K Hold
426
– – 0.03% 289
2025
Q4 		$28.7K Buy
+426
New +$29.9K 0.02% 285

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

Godfrey Financial Associates's ES Position: Q2 2026 in Review

Godfrey Financial Associates held its Eversource Energy (ES) position steady in Q2 2026 at 426 shares worth $30.8K. The position accounts for 0.02% of the portfolio, ranked #297.

Godfrey Financial Associates first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Godfrey Financial Associates held 426 shares of Eversource Energy worth $30.8K as of Q2 2026.
  • Godfrey Financial Associates left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.02% of Godfrey Financial Associates's portfolio in Q2 2026, its #297 holding.
  • Godfrey Financial Associates first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.