LifeGoal Wealth Advisors’s Eversource Energy ES Stock Holding History

LifeGoal Wealth 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	$265K	Buy	+3,671	New	+$254K	0.12%	111

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LifeGoal Wealth Advisors's ES Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 3,671 shares worth $265K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings.

457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

LifeGoal Wealth Advisors held 3,671 shares of Eversource Energy worth $265K as of Q2 2026.
Eversource Energy was a new LifeGoal Wealth Advisors position in Q2 2026.
Eversource Energy made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #111 holding.
457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.