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KFAS
Keating Financial Advisory Services’s
Eversource Energy
ES
Stock Holding History
Keating Financial Advisory Services’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
Q1
$29.4K
Buy
425
+97
+30%
+$6.86K
﹤0.01%
769
2025
Q4
$22.1K
Buy
+328
New
+$23K
﹤0.01%
881
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30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
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$1.91T AUM
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
MAM
Magellan Asset Management
Sydney, Australia
$7.71B AUM
11.08%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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