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Investment Advisory Group’s Eversource Energy ES Stock Holding History

Investment Advisory Group’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 		$220K Buy
3,048
+67
+2% +$4.64K 0.05% 204
2026
Q1 		$206K Sell
2,981
-65
-2% -$4.59K 0.05% 188
2025
Q4 		$205K Sell
3,046
-334
-10% -$23.5K 0.05% 190
2025
Q3 		$240K Buy
+3,380
New +$222K 0.07% 165
2022
Q2 		– Sell
-2,282
Closed -$200K – 127
2022
Q1 		$200K Buy
+2,282
New +$195K 0.12% 126

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

Investment Advisory Group's ES Position: Q2 2026 in Review

Investment Advisory Group increased its Eversource Energy (ES) stake by 2.2% in Q2 2026, buying an estimated $4.64K and bringing the position to 3,048 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #204.

Investment Advisory Group first reported a position in ES in Q1 2022 and has held it in 5 quarters since. The position peaked at $240K in Q3 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Investment Advisory Group held 3,048 shares of Eversource Energy worth $220K as of Q2 2026.
  • Investment Advisory Group bought 67 Eversource Energy shares in Q2 2026, an estimated $4.64K.
  • Eversource Energy made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #204 holding.
  • Investment Advisory Group first reported a position in Eversource Energy in Q1 2022 and has held it in 5 quarters since.
  • Investment Advisory Group's Eversource Energy position peaked at $240K in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.