Inspire Investing’s Eversource Energy ES Stock Holding History

Inspire Investing’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	$1.25M	Buy	17,355 +2,356	+16%	+$163K	0.05%	349
2026 Q1	$1.04M	Buy	14,999 +14,857	+10,463%	+$1.05M	0.06%	326
2025 Q4	$9.57K	Buy	+142	New	+$9.97K	﹤0.01%	930
2020 Q2	–	Sell	-11,952	Closed	-$935K	–	577
2020 Q1	$935K	Sell	11,952 -4,093	-26%	-$359K	0.37%	40
2019 Q4	$1.36M	Buy	16,045 +443	+3%	+$36.8K	0.49%	38
2019 Q3	$1.33M	Buy	15,602 +2,500	+19%	+$199K	0.51%	33
2019 Q2	$993K	Buy	13,102 +766	+6%	+$56K	0.42%	46
2019 Q1	$875K	Buy	12,336 +2,803	+29%	+$193K	0.41%	50
2018 Q4	$620K	Buy	9,533 +322	+3%	+$21K	0.42%	46
2018 Q3	$566K	Buy	9,211 +1,329	+17%	+$81.3K	0.35%	53
2018 Q2	$462K	Buy	7,882 +3,614	+85%	+$208K	0.33%	66
2018 Q1	$251K	Buy	4,268 +1,523	+55%	+$90.1K	0.26%	90
2017 Q4	$173K	Buy	+2,745	New	+$174K	0.15%	161

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

Inspire Investing's ES Position: Q2 2026 in Review

Inspire Investing increased its Eversource Energy (ES) stake by 16% in Q2 2026, buying an estimated $163K and bringing the position to 17,355 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #349.

Inspire Investing first reported a position in ES in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2019. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Inspire Investing held 17,355 shares of Eversource Energy worth $1.25M as of Q2 2026.
Inspire Investing bought 2,356 Eversource Energy shares in Q2 2026, an estimated $163K.
Eversource Energy made up 0.05% of Inspire Investing's portfolio in Q2 2026, its #349 holding.
Inspire Investing first reported a position in Eversource Energy in Q4 2017 and has held it in 13 quarters since.
Inspire Investing's Eversource Energy position peaked at $1.36M in Q4 2019.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.