IFG Advisory’s Eversource Energy ES Stock Holding History

IFG Advisory’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	$52.3K	Buy	+724	New	+$50.1K	﹤0.01%	1318
2020 Q1	–	Sell	-2,565	Closed	-$218K	–	376
2019 Q4	$218K	Sell	2,565 -2,299	-47%	-$191K	0.04%	378
2019 Q3	$415K	Sell	4,864 -57	-1%	-$4.53K	0.08%	255
2019 Q2	$372K	Sell	4,921 -363	-7%	-$26.6K	0.07%	240
2019 Q1	$374K	Sell	5,284 -201	-4%	-$13.8K	0.07%	232
2018 Q4	$356K	Sell	5,485 -32	-0.6%	-$2.08K	0.08%	224
2018 Q3	$338K	Sell	5,517 -509	-8%	-$31.1K	0.06%	273
2018 Q2	$353K	Buy	6,026 +236	+4%	+$13.6K	0.07%	244
2018 Q1	$341K	Sell	5,790 -10	-0.2%	-$592	0.08%	247
2017 Q4	$366K	Buy	+5,800	New	+$367K	0.08%	227

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

IFG Advisory's ES Position: Q2 2026 in Review

IFG Advisory opened a new position in Eversource Energy (ES) in Q2 2026: 724 shares worth $52.3K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ES as recently as Q4 2019.

IFG Advisory first reported a position in ES in Q4 2017 and has held it in 10 quarters since. The position peaked at $415K in Q3 2019. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

IFG Advisory held 724 shares of Eversource Energy worth $52.3K as of Q2 2026.
Eversource Energy was a new IFG Advisory position in Q2 2026.
Eversource Energy made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1318 holding.
IFG Advisory first reported a position in Eversource Energy in Q4 2017 and has held it in 10 quarters since.
IFG Advisory's Eversource Energy position peaked at $415K in Q3 2019.
1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.