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Legacy Financial Advisors’s Eversource Energy ES Stock Holding History

Legacy Financial Advisors’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 		$339K Buy
+4,695
New +$325K 0.04% 323
2019
Q2 		– Sell
-256
Closed -$18K – 358
2019
Q1 		$18K Buy
256
+94
+58% +$6.47K 0.01% 473
2018
Q4 		$11K Buy
162
+39
+32% +$2.54K ﹤0.01% 533
2018
Q3 		$7K Hold
123
– – ﹤0.01% 609
2018
Q2 		$7K Hold
123
– – ﹤0.01% 622
2018
Q1 		$7K Hold
123
– – ﹤0.01% 569
2017
Q4 		$7K Buy
+123
New +$7.78K ﹤0.01% 565

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

Legacy Financial Advisors's ES Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 4,695 shares worth $339K. The stake represents 0.04% of the portfolio and ranks #323 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in ES as recently as Q1 2019.

Legacy Financial Advisors first reported a position in ES in Q4 2017 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Legacy Financial Advisors held 4,695 shares of Eversource Energy worth $339K as of Q2 2026.
  • Eversource Energy was a new Legacy Financial Advisors position in Q2 2026.
  • Eversource Energy made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #323 holding.
  • Legacy Financial Advisors first reported a position in Eversource Energy in Q4 2017 and has held it in 7 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.