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McKinley Carter Wealth Services’s Eversource Energy ES Stock Holding History

McKinley Carter Wealth 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 		$2.79M Buy
38,560
+2,122
+6% +$147K 0.14% 109
2026
Q1 		$2.52M Sell
36,438
-10
-0% -$707 0.15% 113
2025
Q4 		$2.45M Buy
36,448
+3,414
+10% +$240K 0.14% 114
2025
Q3 		$2.35M Buy
33,034
+737
+2% +$48.3K 0.12% 113
2025
Q2 		$2.05M Buy
32,297
+28,983
+875% +$1.79M 0.11% 114
2025
Q1 		$206K Buy
+3,314
New +$198K 0.01% 299
2024
Q4 		– Sell
-3,314
Closed -$226K – 297
2024
Q3 		$226K Buy
+3,314
New +$214K 0.01% 290
2024
Q1 		– Sell
-3,314
Closed -$205K – 304
2023
Q4 		$205K Sell
3,314
-836
-20% -$48.2K 0.02% 298
2023
Q3 		$241K Sell
4,150
-235
-5% -$15.7K 0.02% 268
2023
Q2 		$311K Sell
4,385
-81
-2% -$6.03K 0.02% 246
2023
Q1 		$350K Hold
4,466
– – 0.03% 240
2022
Q4 		$374K Hold
4,466
– – 0.03% 230
2022
Q3 		$348K Sell
4,466
-475
-10% -$41.9K 0.03% 219
2022
Q2 		$417K Sell
4,941
-131
-3% -$11.6K 0.04% 211
2022
Q1 		$447K Sell
5,072
-209
-4% -$17.9K 0.04% 207
2021
Q4 		$480K Sell
5,281
-1,421
-21% -$122K 0.04% 193
2021
Q3 		$547K Sell
6,702
-2,040
-23% -$177K 0.04% 176
2021
Q2 		$702K Sell
8,742
-19
-0.2% -$1.6K 0.06% 161
2021
Q1 		$758K Buy
8,761
+86
+1% +$7.3K 0.06% 156
2020
Q4 		$751K Buy
8,675
+5,168
+147% +$460K 0.1% 140
2020
Q3 		$293K Buy
3,507
+111
+3% +$9.5K 0.07% 118
2020
Q2 		$283K Buy
3,396
+57
+2% +$4.72K 0.07% 115
2020
Q1 		$261K Buy
3,339
+1
+0% +$88 0.08% 122
2019
Q4 		$284K Sell
3,338
-74
-2% -$6.15K 0.07% 139
2019
Q3 		$292K Buy
3,412
+486
+17% +$38.6K 0.07% 140
2019
Q2 		$222K Buy
+2,926
New +$214K 0.06% 146
2018
Q2 		– Sell
-2,942
Closed -$173K – 236
2018
Q1 		$173K Buy
+2,942
New +$174K 0.06% 167

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

McKinley Carter Wealth Services's ES Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Eversource Energy (ES) stake by 5.8% in Q2 2026, buying an estimated $147K and bringing the position to 38,560 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #109.

McKinley Carter Wealth Services first reported a position in ES in Q1 2018 and has held it in 27 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • McKinley Carter Wealth Services held 38,560 shares of Eversource Energy worth $2.79M as of Q2 2026.
  • McKinley Carter Wealth Services bought 2,122 Eversource Energy shares in Q2 2026, an estimated $147K.
  • Eversource Energy made up 0.14% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #109 holding.
  • McKinley Carter Wealth Services first reported a position in Eversource Energy in Q1 2018 and has held it in 27 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.