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Merit Financial Group’s Eversource Energy ES Stock Holding History

Merit Financial Group’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 		$4.5M Buy
62,198
+35,016
+129% +$2.42M 0.03% 463
2026
Q1 		$1.88M Buy
27,182
+8,347
+44% +$590K 0.01% 701
2025
Q4 		$1.27M Sell
18,835
-4,029
-18% -$283K 0.01% 831
2025
Q3 		$1.63M Buy
22,864
+13,047
+133% +$855K 0.01% 647
2025
Q2 		$625K Buy
9,817
+1,574
+19% +$97K 0.01% 998
2025
Q1 		$512K Buy
8,243
+2,112
+34% +$126K 0.01% 927
2024
Q4 		$352K Buy
6,131
+1,611
+36% +$100K 0.01% 864
2024
Q3 		$308K Sell
4,520
-906
-17% -$58.5K 0.01% 668
2024
Q2 		$308K Sell
5,426
-342
-6% -$20.3K 0.01% 717
2024
Q1 		$346K Buy
5,768
+34
+0.6% +$1.96K 0.01% 658
2023
Q4 		$354K Sell
5,734
-548
-9% -$31.6K 0.01% 577
2023
Q3 		$365K Sell
6,282
-346
-5% -$23.1K 0.01% 534
2023
Q2 		$470K Buy
6,628
+528
+9% +$39.3K 0.02% 487
2023
Q1 		$477K Sell
6,100
-62
-1% -$4.9K 0.02% 417
2022
Q4 		$517K Buy
+6,162
New +$489K 0.02% 413

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

Merit Financial Group's ES Position: Q2 2026 in Review

Merit Financial Group increased its Eversource Energy (ES) stake by 129% in Q2 2026, buying an estimated $2.42M and bringing the position to 62,198 shares worth $4.5M. The position accounts for 0.03% of the portfolio, ranked #463.

Merit Financial Group first reported a position in ES in Q4 2022 and has held it in 15 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Merit Financial Group held 62,198 shares of Eversource Energy worth $4.5M as of Q2 2026.
  • Merit Financial Group bought 35,016 Eversource Energy shares in Q2 2026, an estimated $2.42M.
  • Eversource Energy made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #463 holding.
  • Merit Financial Group first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.