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 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 $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

Krilogy Financial's ES Position: Q1 2026 in Review

Krilogy Financial increased its Eversource Energy (ES) stake by 11% in Q1 2026, buying an estimated $48.4K and bringing the position to 6,933 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #596.

Krilogy Financial first reported a position in ES in Q3 2017 and has held it in 18 quarters since. The position peaked at $566K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Krilogy Financial held 6,933 shares of Eversource Energy worth $480K as of Q1 2026.
Krilogy Financial bought 685 Eversource Energy shares in Q1 2026, an estimated $48.4K.
Eversource Energy made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #596 holding.
Krilogy Financial first reported a position in Eversource Energy in Q3 2017 and has held it in 18 quarters since.
Krilogy Financial's Eversource Energy position peaked at $566K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.