Krilogy Financial’s Eversource Energy ES Stock Holding History

Krilogy Financial’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	$1.59M	Buy	22,043 +15,110	+218%	+$1.05M	0.05%	278
2026 Q1	$480K	Buy	6,933 +685	+11%	+$48.4K	0.02%	596
2025 Q4	$439K	Sell	6,248 -1,511	-19%	-$106K	0.01%	608
2025 Q3	$566K	Buy	+7,759	New	+$509K	0.02%	491
2021 Q2	–	Sell	-4,160	Closed	-$360K	–	273
2021 Q1	$360K	Hold	4,160	–	–	0.04%	198
2020 Q4	$360K	Sell	4,160 -235	-5%	-$20.9K	0.04%	200
2020 Q3	$367K	Hold	4,395	–	–	0.05%	185
2020 Q2	$366K	Hold	4,395	–	–	0.06%	169
2020 Q1	$344K	Hold	4,395	–	–	0.07%	146
2019 Q4	$374K	Buy	4,395 +160	+4%	+$13.3K	0.06%	142
2019 Q3	$362K	Hold	4,235	–	–	0.07%	135
2019 Q2	$321K	Hold	4,235	–	–	0.06%	137
2019 Q1	$300K	Hold	4,235	–	–	0.06%	140
2018 Q4	$275K	Buy	4,235 +235	+6%	+$15.3K	0.08%	103
2018 Q3	$246K	Hold	4,000	–	–	0.06%	123
2018 Q2	$234K	Hold	4,000	–	–	0.06%	132
2018 Q1	$236K	Hold	4,000	–	–	0.06%	143
2017 Q4	$253K	Hold	4,000	–	–	0.06%	139
2017 Q3	$242K	Buy	+4,000	New	+$247K	0.06%	147

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Krilogy Financial's ES Position: Q2 2026 in Review

Krilogy Financial increased its Eversource Energy (ES) stake by 218% in Q2 2026, buying an estimated $1.05M and bringing the position to 22,043 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #278.

Krilogy Financial first reported a position in ES in Q3 2017 and has held it in 19 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Krilogy Financial held 22,043 shares of Eversource Energy worth $1.59M as of Q2 2026.
Krilogy Financial bought 15,110 Eversource Energy shares in Q2 2026, an estimated $1.05M.
Eversource Energy made up 0.05% of Krilogy Financial's portfolio in Q2 2026, its #278 holding.
Krilogy Financial first reported a position in Eversource Energy in Q3 2017 and has held it in 19 quarters since.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.