Horizon Investment Services’s Eversource Energy ES Stock Holding History

Horizon Investment Services’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	$269K	Buy	3,723 +48	+1%	+$3.32K	0.07%	126
2026 Q1	$255K	Sell	3,675 -154	-4%	-$10.9K	0.09%	122
2025 Q4	$258K	Buy	3,829 +257	+7%	+$18K	0.09%	119
2025 Q3	$254K	Buy	3,572 +193	+6%	+$12.7K	0.1%	113
2025 Q2	$215K	Buy	+3,379	New	+$208K	0.09%	115
2018 Q2	–	Sell	-13,543	Closed	-$798K	–	99
2018 Q1	$798K	Buy	13,543 +64	+0.5%	+$3.79K	0.36%	55
2017 Q4	$852K	Buy	13,479 +81	+0.6%	+$5.12K	0.35%	56
2017 Q3	$810K	Buy	13,398 +956	+8%	+$59K	0.34%	59
2017 Q2	$755K	Buy	12,442 +1,082	+10%	+$65.7K	0.34%	58
2017 Q1	$668K	Buy	+11,360	New	+$646K	0.3%	65

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Horizon Investment Services's ES Position: Q2 2026 in Review

Horizon Investment Services increased its Eversource Energy (ES) stake by 1.3% in Q2 2026, buying an estimated $3.32K and bringing the position to 3,723 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #126.

Horizon Investment Services first reported a position in ES in Q1 2017 and has held it in 10 quarters since. The position peaked at $852K in Q4 2017. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Horizon Investment Services held 3,723 shares of Eversource Energy worth $269K as of Q2 2026.
Horizon Investment Services bought 48 Eversource Energy shares in Q2 2026, an estimated $3.32K.
Eversource Energy made up 0.07% of Horizon Investment Services's portfolio in Q2 2026, its #126 holding.
Horizon Investment Services first reported a position in Eversource Energy in Q1 2017 and has held it in 10 quarters since.
Horizon Investment Services's Eversource Energy position peaked at $852K in Q4 2017.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.