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HFM Investment Advisors’s Eversource Energy ES Stock Holding History

HFM 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 		$27.9K Buy
386
+10
+3% +$693 0.01% 72
2026
Q1 		$26K Hold
376
– – 0.01% 77
2025
Q4 		$25.3K Hold
376
– – 0.01% 77
2025
Q3 		$26.7K Hold
376
– – 0.01% 59
2025
Q2 		$23.9K Buy
376
+6
+2% +$370 0.01% 64
2025
Q1 		$23K Buy
+370
New +$22.1K 0.01% 58

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

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

HFM Investment Advisors increased its Eversource Energy (ES) stake by 2.7% in Q2 2026, buying an estimated $693 and bringing the position to 386 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #72.

HFM Investment Advisors first reported a position in ES in Q1 2025 and has held it in 6 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • HFM Investment Advisors held 386 shares of Eversource Energy worth $27.9K as of Q2 2026.
  • HFM Investment Advisors bought 10 Eversource Energy shares in Q2 2026, an estimated $693.
  • Eversource Energy made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • HFM Investment Advisors first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.