Money Concepts Capital’s Eversource Energy ES Stock Holding History

Money Concepts Capital’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	$246K	Sell	3,408 -1,878	-36%	-$130K	0.01%	561
2026 Q1	$366K	Buy	5,286 +109	+2%	+$7.7K	0.02%	428
2025 Q4	$349K	Buy	+5,177	New	+$363K	0.02%	403
2023 Q1	–	Sell	-2,362	Closed	-$198K	–	1206
2022 Q4	$198K	Buy	2,362 +1,848	+360%	+$147K	0.01%	688
2022 Q3	$40K	Hold	514	–	–	﹤0.01%	757
2022 Q2	$45K	Sell	514 -1,512	-75%	-$134K	﹤0.01%	721
2022 Q1	$179K	Buy	+2,026	New	+$173K	0.01%	784

Other funds holding ES

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Money Concepts Capital's ES Position: Q2 2026 in Review

Money Concepts Capital reduced its Eversource Energy (ES) stake by 36% in Q2 2026, selling an estimated $130K and leaving 3,408 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #561.

Money Concepts Capital first reported a position in ES in Q1 2022 and has held it in 7 quarters since. The position peaked at $366K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Money Concepts Capital held 3,408 shares of Eversource Energy worth $246K as of Q2 2026.
Money Concepts Capital sold 1,878 Eversource Energy shares in Q2 2026, an estimated $130K.
Eversource Energy made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #561 holding.
Money Concepts Capital first reported a position in Eversource Energy in Q1 2022 and has held it in 7 quarters since.
Money Concepts Capital's Eversource Energy position peaked at $366K in Q1 2026.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.