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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HFM Investment Advisors's ES Position: Q1 2026 in Review

HFM Investment Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 376 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #77.

HFM Investment Advisors first reported a position in ES in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.7K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • HFM Investment Advisors held 376 shares of Eversource Energy worth $26K as of Q1 2026.
  • HFM Investment Advisors left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #77 holding.
  • HFM Investment Advisors first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Eversource Energy position peaked at $26.7K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.