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 Q1	$901	Sell	13 -9	-41%	-$636	﹤0.01%	1259
2025 Q4	$1.48K	Hold	22	–	–	﹤0.01%	1212
2025 Q3	$1.57K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $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

Key Financial Inc's ES Position: Q1 2026 in Review

Key Financial Inc reduced its Eversource Energy (ES) stake by 41% in Q1 2026, selling an estimated $636 and leaving 13 shares worth $901. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Key Financial Inc first reported a position in ES in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.35K in Q1 2023. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Key Financial Inc held 13 shares of Eversource Energy worth $901 as of Q1 2026.
Key Financial Inc sold 9 Eversource Energy shares in Q1 2026, an estimated $636.
Eversource Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1259 holding.
Key Financial Inc first reported a position in Eversource Energy in Q3 2022 and has held it in 13 quarters since.
Key Financial Inc's Eversource Energy position peaked at $2.35K in Q1 2023.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.