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Montgomery Financial Services’s Eversource Energy ES Stock Holding History

Montgomery 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 		$7.95K Buy
+110
New +$7.62K 0.01% 191

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Eversource Energy (ES) in Q2 2026: 110 shares worth $7.95K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

1,061 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Montgomery Financial Services held 110 shares of Eversource Energy worth $7.95K as of Q2 2026.
  • Eversource Energy was a new Montgomery Financial Services position in Q2 2026.
  • Eversource Energy made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #191 holding.
  • 1,061 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.