Kelly Financial Group’s Eversource Energy ES Stock Holding History

Kelly Financial 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	$410K	Buy	5,676 +39	+0.7%	+$2.7K	0.09%	62
2026 Q1	$391K	Sell	5,637 -216	-4%	-$15.3K	0.1%	63
2025 Q4	$394K	Buy	5,853 +44	+0.8%	+$3.09K	0.1%	55
2025 Q3	$413K	Buy	5,809 +40	+0.7%	+$2.62K	0.11%	53
2025 Q2	$367K	Buy	5,769 +45	+0.8%	+$2.77K	0.11%	55
2025 Q1	$356K	Buy	5,724 +45	+0.8%	+$2.69K	0.11%	57
2024 Q4	$326K	Buy	+5,679	New	+$354K	0.12%	52

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kelly Financial Group's ES Position: Q2 2026 in Review

Kelly Financial Group increased its Eversource Energy (ES) stake by 0.69% in Q2 2026, buying an estimated $2.7K and bringing the position to 5,676 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #62.

Kelly Financial Group first reported a position in ES in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q3 2025. 265 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Kelly Financial Group held 5,676 shares of Eversource Energy worth $410K as of Q2 2026.
Kelly Financial Group bought 39 Eversource Energy shares in Q2 2026, an estimated $2.7K.
Eversource Energy made up 0.09% of Kelly Financial Group's portfolio in Q2 2026, its #62 holding.
Kelly Financial Group first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's Eversource Energy position peaked at $413K in Q3 2025.
265 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.