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Larson Financial Group’s Eversource Energy ES Stock Holding History

Larson 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 		$272K Sell
3,760
-841
-18% -$58.2K 0.01% 731
2026
Q1 		$319K Buy
4,601
+301
+7% +$21.3K 0.01% 599
2025
Q4 		$290K Buy
4,300
+2,596
+152% +$182K 0.01% 610
2025
Q3 		$121K Buy
1,704
+296
+21% +$19.4K ﹤0.01% 844
2025
Q2 		$89.6K Buy
1,408
+632
+81% +$38.9K ﹤0.01% 885
2025
Q1 		$48.2K Buy
776
+136
+21% +$8.11K ﹤0.01% 1037
2024
Q4 		$36.8K Buy
640
+74
+13% +$4.61K ﹤0.01% 997
2024
Q3 		$38.5K Buy
566
+350
+162% +$22.6K ﹤0.01% 986
2024
Q2 		$12.3K Buy
216
+192
+800% +$11.4K ﹤0.01% 1203
2024
Q1 		$1.43K Sell
24
-900
-97% -$51.7K ﹤0.01% 1408
2023
Q4 		$57K Buy
924
+4
+0.4% +$231 0.01% 617
2023
Q3 		$53.5K Buy
920
+900
+4,500% +$60K 0.01% 591
2023
Q2 		$1.42K Hold
20
– – ﹤0.01% 1326
2023
Q1 		$1.56K Hold
20
– – ﹤0.01% 1282
2022
Q4 		$1.68K Hold
20
– – ﹤0.01% 1222
2022
Q3 		$2K Hold
20
– – ﹤0.01% 1109
2022
Q2 		$2K Buy
+20
New +$1.78K ﹤0.01% 1023
2021
Q2 		– Sell
-6
Closed -$1K – 848
2021
Q1 		$1K Hold
6
– – ﹤0.01% 763
2020
Q4 		$1K Hold
6
– – ﹤0.01% 688
2020
Q3 		$1K Hold
6
– – ﹤0.01% 653
2020
Q2 		$0 Hold
6
– – ﹤0.01% 702
2020
Q1 		$0 Hold
6
– – ﹤0.01% 566
2019
Q4 		$1K Hold
6
– – ﹤0.01% 501
2019
Q3 		$1K Hold
6
– – ﹤0.01% 480
2019
Q2 		$0 Sell
6
-3
-33% -$220 ﹤0.01% 511
2019
Q1 		$1K Hold
9
– – ﹤0.01% 427
2018
Q4 		$1K Buy
+9
New +$586 ﹤0.01% 404

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Larson Financial Group reduced its Eversource Energy (ES) stake by 18% in Q2 2026, selling an estimated $58.2K and leaving 3,760 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #731.

Larson Financial Group first reported a position in ES in Q4 2018 and has held it in 27 quarters since. The position peaked at $319K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Larson Financial Group held 3,760 shares of Eversource Energy worth $272K as of Q2 2026.
  • Larson Financial Group sold 841 Eversource Energy shares in Q2 2026, an estimated $58.2K.
  • Eversource Energy made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #731 holding.
  • Larson Financial Group first reported a position in Eversource Energy in Q4 2018 and has held it in 27 quarters since.
  • Larson Financial Group's Eversource Energy position peaked at $319K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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