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 Q3	$46.9K	Buy	730 +6	+0.8%	+$427	﹤0.01%	1329
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IFG Advisory's ES Position: Q3 2026 in Review

IFG Advisory increased its Eversource Energy (ES) stake by 0.83% in Q3 2026, buying an estimated $427 and bringing the position to 730 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

IFG Advisory first reported a position in ES in Q4 2017 and has held it in 11 quarters since. The position peaked at $415K in Q3 2019. 645 funds tracked by Wall St. Rank hold ES as of Q3 2026.

IFG Advisory held 730 shares of Eversource Energy worth $46.9K as of Q3 2026.
IFG Advisory bought 6 Eversource Energy shares in Q3 2026, an estimated $427.
Eversource Energy made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1329 holding.
IFG Advisory first reported a position in Eversource Energy in Q4 2017 and has held it in 11 quarters since.
IFG Advisory's Eversource Energy position peaked at $415K in Q3 2019.
645 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.