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Inspire Advisors’s Eversource Energy ES Stock Holding History

Inspire 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
Q2 		$3.08M Buy
42,667
+2,852
+7% +$198K 0.21% 71
2026
Q1 		$2.76M Sell
39,815
-3,010
-7% -$213K 0.22% 72
2025
Q4 		$2.88M Sell
42,825
-2,651
-6% -$186K 0.27% 67
2025
Q3 		$3.24M Sell
45,476
-69
-0.2% -$4.52K 0.31% 48
2025
Q2 		$2.9M Buy
45,545
+2,477
+6% +$153K 0.3% 55
2025
Q1 		$2.67M Buy
+43,068
New +$2.57M 0.31% 48
2021
Q1 		– Sell
-6
Closed -$1K – 287
2020
Q4 		$1K Buy
+6
New +$534 ﹤0.01% 734

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

Inspire Advisors's ES Position: Q2 2026 in Review

Inspire Advisors increased its Eversource Energy (ES) stake by 7.2% in Q2 2026, buying an estimated $198K and bringing the position to 42,667 shares worth $3.08M. The position accounts for 0.21% of the portfolio, ranked #71.

Inspire Advisors first reported a position in ES in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.24M in Q3 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Inspire Advisors held 42,667 shares of Eversource Energy worth $3.08M as of Q2 2026.
  • Inspire Advisors bought 2,852 Eversource Energy shares in Q2 2026, an estimated $198K.
  • Eversource Energy made up 0.21% of Inspire Advisors's portfolio in Q2 2026, its #71 holding.
  • Inspire Advisors first reported a position in Eversource Energy in Q4 2020 and has held it in 7 quarters since.
  • Inspire Advisors's Eversource Energy position peaked at $3.24M in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.