Lloyd Advisory Services’s Eversource Energy ES Stock Holding History

Lloyd Advisory Services’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	$38.3K	Buy	530 +397	+298%	+$27.5K	0.01%	260
2026 Q1	$9.21K	Buy	+133	New	+$9.4K	﹤0.01%	490
2022 Q2	–	Sell	-557	Closed	-$49K	–	208
2022 Q1	$49K	Buy	557 +28	+5%	+$2.4K	0.02%	230
2021 Q4	$48K	Buy	529 +18	+4%	+$1.55K	0.02%	209
2021 Q3	$42K	Buy	511 +97	+23%	+$8.42K	0.02%	175
2021 Q2	$33K	Buy	414 +43	+12%	+$3.62K	0.02%	200
2021 Q1	$32K	Buy	371 +2	+0.5%	+$170	0.02%	181
2020 Q4	$32K	Buy	369 +38	+11%	+$3.38K	0.02%	146
2020 Q3	$28K	Sell	331 -52	-14%	-$4.45K	0.02%	141
2020 Q2	$32K	Sell	383 -3	-0.8%	-$248	0.02%	135
2020 Q1	$30K	Sell	386 -5	-1%	-$439	0.02%	122
2019 Q4	$33K	Buy	+391	New	+$32.5K	0.03%	158

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

Lloyd Advisory Services's ES Position: Q2 2026 in Review

Lloyd Advisory Services increased its Eversource Energy (ES) stake by 298% in Q2 2026, buying an estimated $27.5K and bringing the position to 530 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #260.

Lloyd Advisory Services first reported a position in ES in Q4 2019 and has held it in 12 quarters since. The position peaked at $49K in Q1 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Lloyd Advisory Services held 530 shares of Eversource Energy worth $38.3K as of Q2 2026.
Lloyd Advisory Services bought 397 Eversource Energy shares in Q2 2026, an estimated $27.5K.
Eversource Energy made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #260 holding.
Lloyd Advisory Services first reported a position in Eversource Energy in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's Eversource Energy position peaked at $49K in Q1 2022.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.