IF
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Intrua Financial’s Eversource Energy ES Stock Holding History

Intrua Financial’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 		$866K Sell
11,982
-407
-3% -$28.2K 0.08% 184
2026
Q1 		$858K Sell
12,389
-464
-4% -$32.8K 0.09% 178
2025
Q4 		$865K Sell
12,853
-333
-3% -$23.4K 0.09% 172
2025
Q3 		$938K Buy
13,186
+349
+3% +$22.9K 0.1% 154
2025
Q2 		$817K Buy
12,837
+4,442
+53% +$274K 0.11% 142
2025
Q1 		$521K Buy
8,395
+1,477
+21% +$88.1K 0.08% 192
2024
Q4 		$397K Buy
6,918
+2,150
+45% +$134K 0.06% 234
2024
Q3 		$324K Buy
4,768
+370
+8% +$23.9K 0.05% 290
2024
Q2 		$249K Buy
+4,398
New +$261K 0.04% 335
2022
Q3 		– Sell
-6,139
Closed -$519K – 315
2022
Q2 		$519K Sell
6,139
-3
-0% -$267 0.11% 200
2022
Q1 		$542K Sell
6,142
-101
-2% -$8.64K 0.1% 214
2021
Q4 		$568K Buy
6,243
+117
+2% +$10.1K 0.1% 200
2021
Q3 		$524K Buy
6,126
+299
+5% +$26K 0.1% 204
2021
Q2 		$524K Buy
5,827
+264
+5% +$22.2K 0.13% 161
2021
Q1 		$484K Buy
5,563
+315
+6% +$26.7K 0.12% 162
2020
Q4 		$454K Buy
5,248
+166
+3% +$14.8K 0.2% 104
2020
Q3 		$474K Buy
5,082
+256
+5% +$21.9K 0.23% 94
2020
Q2 		$424K Buy
+4,826
New +$400K 0.16% 127

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

Intrua Financial's ES Position: Q2 2026 in Review

Intrua Financial reduced its Eversource Energy (ES) stake by 3.3% in Q2 2026, selling an estimated $28.2K and leaving 11,982 shares worth $866K. The position accounts for 0.08% of the portfolio, ranked #184.

Intrua Financial first reported a position in ES in Q2 2020 and has held it in 18 quarters since. The position peaked at $938K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Intrua Financial held 11,982 shares of Eversource Energy worth $866K as of Q2 2026.
  • Intrua Financial sold 407 Eversource Energy shares in Q2 2026, an estimated $28.2K.
  • Eversource Energy made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #184 holding.
  • Intrua Financial first reported a position in Eversource Energy in Q2 2020 and has held it in 18 quarters since.
  • Intrua Financial's Eversource Energy position peaked at $938K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.