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 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	0.02%	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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return