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Hurlow Wealth Management Group’s Eversource Energy ES Stock Holding History

Hurlow Wealth Management Group’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 		$208K Buy
+2,880
New +$199K 0.04% 123
2025
Q4 		– Sell
-3,228
Closed -$230K – 124
2025
Q3 		$230K Sell
3,228
-599
-16% -$39.3K 0.06% 109
2025
Q2 		$243K Sell
3,827
-19
-0.5% -$1.17K 0.07% 115
2025
Q1 		$239K Buy
3,846
+5
+0.1% +$298 0.07% 110
2024
Q4 		$221K Sell
3,841
-80
-2% -$4.99K 0.07% 114
2024
Q3 		$267K Buy
3,921
+2
+0.1% +$129 0.08% 102
2024
Q2 		$222K Hold
3,919
– – 0.08% 111
2024
Q1 		$234K Sell
3,919
-263
-6% -$15.1K 0.08% 104
2023
Q4 		$258K Buy
4,182
+4
+0.1% +$231 0.1% 95
2023
Q3 		$243K Sell
4,178
-1
-0% -$67 0.11% 94
2023
Q2 		$296K Sell
4,179
-1
-0% -$74 0.13% 84
2023
Q1 		$327K Sell
4,180
-2
-0% -$158 0.15% 75
2022
Q4 		$351K Buy
4,182
+10
+0.2% +$793 0.18% 72
2022
Q3 		$325K Sell
4,172
-95
-2% -$8.37K 0.19% 69
2022
Q2 		$360K Hold
4,267
– – 0.21% 64
2022
Q1 		$376K Sell
4,267
-214
-5% -$18.3K 0.23% 64
2021
Q4 		$392K Hold
4,481
– – 0.31% 57
2021
Q3 		$366K Hold
4,481
– – 0.22% 65
2021
Q2 		$360K Hold
4,481
– – 0.24% 66
2021
Q1 		$388K Hold
4,481
– – 0.28% 61
2020
Q4 		$388K Hold
4,481
– – 0.3% 60
2020
Q3 		$374K Hold
4,481
– – 0.34% 54
2020
Q2 		$385K Sell
4,481
-16
-0.4% -$1.32K 0.37% 50
2020
Q1 		$400K Hold
4,497
– – 0.43% 53
2019
Q4 		$393K Sell
4,497
-12
-0.3% -$998 0.38% 58
2019
Q3 		$382K Hold
4,509
– – 0.41% 58
2019
Q2 		$350K Hold
4,509
– – 0.37% 65
2019
Q1 		$323K Sell
4,509
-227
-5% -$15.6K 0.35% 69
2018
Q4 		$318K Buy
+4,736
New +$309K 0.38% 60

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

Hurlow Wealth Management Group's ES Position: Q2 2026 in Review

Hurlow Wealth Management Group opened a new position in Eversource Energy (ES) in Q2 2026: 2,880 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Hurlow Wealth Management Group previously reported a position in ES as recently as Q3 2025.

Hurlow Wealth Management Group first reported a position in ES in Q4 2018 and has held it in 29 quarters since. The position peaked at $400K in Q1 2020. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Hurlow Wealth Management Group held 2,880 shares of Eversource Energy worth $208K as of Q2 2026.
  • Eversource Energy was a new Hurlow Wealth Management Group position in Q2 2026.
  • Eversource Energy made up 0.04% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #123 holding.
  • Hurlow Wealth Management Group first reported a position in Eversource Energy in Q4 2018 and has held it in 29 quarters since.
  • Hurlow Wealth Management Group's Eversource Energy position peaked at $400K in Q1 2020.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.