Key Financial Inc’s Eversource Energy ES Stock Holding History

Key Financial Inc’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 Q3	$834	Hold	13	–	–	﹤0.01%	1189
2026 Q2	$940	Hold	13	–	–	﹤0.01%	1220
2026 Q1	$901	Sell	13 -9	-41%	-$636	﹤0.01%	1259
2025 Q4	$1.48K	Hold	22	–	–	﹤0.01%	1212
2025 Q3	$1.58K	Sell	22 -2	-8%	-$131	﹤0.01%	1221
2025 Q2	$1.53K	Hold	24	–	–	﹤0.01%	1218
2025 Q1	$1.49K	Hold	24	–	–	﹤0.01%	1180
2024 Q4	$1.38K	Hold	24	–	–	﹤0.01%	1193
2024 Q3	$1.63K	Buy	24 +11	+85%	+$711	﹤0.01%	1134
2024 Q2	$737	Buy	+13	New	+$771	﹤0.01%	1214
2023 Q4	–	Sell	-30	Closed	-$1.74K	–	1331
2023 Q3	$1.74K	Hold	30	–	–	﹤0.01%	1129
2023 Q2	$2.13K	Hold	30	–	–	﹤0.01%	1156
2023 Q1	$2.35K	Hold	30	–	–	﹤0.01%	934
2022 Q4	$2.34K	Hold	30	–	–	﹤0.01%	932
2022 Q3	$2K	Buy	+30	New	+$2.64K	﹤0.01%	940

Other funds holding ES

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Key Financial Inc's ES Position: Q3 2026 in Review

Key Financial Inc held its Eversource Energy (ES) position steady in Q3 2026 at 13 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Key Financial Inc first reported a position in ES in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.35K in Q1 2023. 555 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Key Financial Inc held 13 shares of Eversource Energy worth $834 as of Q3 2026.
Key Financial Inc left its Eversource Energy share count unchanged in Q3 2026.
Eversource Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1189 holding.
Key Financial Inc first reported a position in Eversource Energy in Q3 2022 and has held it in 15 quarters since.
Key Financial Inc's Eversource Energy position peaked at $2.35K in Q1 2023.
555 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.