IFS Advisors
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IFS Advisors’s Eversource Energy ES Stock Holding History

IFS 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
Q3 		$153K Buy
+2,377
New +$169K 0.05% 125

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFS Advisors's ES Position: Q3 2026 in Review

IFS Advisors opened a new position in Eversource Energy (ES) in Q3 2026: 2,377 shares worth $153K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • IFS Advisors held 2,377 shares of Eversource Energy worth $153K as of Q3 2026.
  • Eversource Energy was a new IFS Advisors position in Q3 2026.
  • Eversource Energy made up 0.05% of IFS Advisors's portfolio in Q3 2026, its #125 holding.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.