Mirabella Financial Services’s Eversource Energy ES Stock Holding History

Mirabella Financial 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	–	Sell	-4,044	Closed	-$280K	–	837
2026 Q1	$280K	Sell	4,044 -3,339	-45%	-$236K	0.03%	532
2025 Q4	$497K	Buy	+7,383	New	+$518K	0.05%	265
2024 Q2	–	Sell	-36,091	Closed	-$2.16M	–	508
2024 Q1	$2.16M	Buy	+36,091	New	+$2.07M	0.16%	119
2023 Q1	–	Sell	-8,815	Closed	-$739K	–	453
2022 Q4	$739K	Buy	8,815 +2,061	+31%	+$163K	0.07%	160
2022 Q3	$538K	Buy	+6,754	New	+$595K	0.06%	158
2022 Q1	–	Sell	-4,728	Closed	-$430K	–	584
2021 Q4	$430K	Buy	+4,728	New	+$407K	0.04%	269
2021 Q3	–	Sell	-4,602	Closed	-$369K	–	458
2021 Q2	$369K	Sell	4,602 -6,062	-57%	-$510K	0.07%	192
2021 Q1	$924K	Buy	+10,664	New	+$905K	0.29%	90
2020 Q4	–	Sell	-5,928	Closed	-$495K	–	366
2020 Q3	$495K	Buy	+5,928	New	+$507K	0.07%	140

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mirabella Financial Services's ES Position: Q2 2026 in Review

Mirabella Financial Services sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 4,044 shares — an estimated $280K sold.

Mirabella Financial Services first reported a position in ES in Q3 2020 and held it in 9 quarters. The position peaked at $2.16M in Q1 2024. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Mirabella Financial Services reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 4,044 Eversource Energy shares in Q2 2026, an estimated $280K.
Mirabella Financial Services first reported a position in Eversource Energy in Q3 2020 and held it in 9 quarters.
Mirabella Financial Services's Eversource Energy position peaked at $2.16M in Q1 2024.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.