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Meeder Advisory Services’s Eversource Energy ES Stock Holding History

Meeder 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 		$391K Sell
5,406
-250
-4% -$17.3K 0.01% 486
2026
Q1 		$392K Sell
5,656
-186
-3% -$13.1K 0.02% 453
2025
Q4 		$393K Sell
5,842
-16
-0.3% -$1.12K 0.02% 442
2025
Q3 		$417K Sell
5,858
-502
-8% -$32.9K 0.02% 422
2025
Q2 		$405K Sell
6,360
-1,741
-21% -$107K 0.02% 421
2025
Q1 		$503K Buy
8,101
+824
+11% +$49.2K 0.03% 353
2024
Q4 		$418K Buy
7,277
+976
+15% +$60.8K 0.03% 384
2024
Q3 		$429K Sell
6,301
-427
-6% -$27.6K 0.03% 372
2024
Q2 		$382K Buy
6,728
+756
+13% +$44.8K 0.03% 365
2024
Q1 		$357K Buy
5,972
+53
+0.9% +$3.05K 0.04% 325
2023
Q4 		$365K Buy
5,919
+1,574
+36% +$90.7K 0.04% 311
2023
Q3 		$253K Sell
4,345
-447
-9% -$29.8K 0.03% 354
2023
Q2 		$340K Buy
4,792
+260
+6% +$19.4K 0.04% 340
2023
Q1 		$355K Buy
4,532
+334
+8% +$26.4K 0.04% 334
2022
Q4 		$352K Buy
+4,198
New +$333K 0.04% 320

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Meeder Advisory Services reduced its Eversource Energy (ES) stake by 4.4% in Q2 2026, selling an estimated $17.3K and leaving 5,406 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #486.

Meeder Advisory Services first reported a position in ES in Q4 2022 and has held it in 15 quarters since. The position peaked at $503K in Q1 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Meeder Advisory Services held 5,406 shares of Eversource Energy worth $391K as of Q2 2026.
  • Meeder Advisory Services sold 250 Eversource Energy shares in Q2 2026, an estimated $17.3K.
  • Eversource Energy made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #486 holding.
  • Meeder Advisory Services first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's Eversource Energy position peaked at $503K in Q1 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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