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Novak & Powell Financial Services’s Eversource Energy ES Stock Holding History

Novak & Powell 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 		$206K Buy
+2,848
New +$197K 0.1% 168
2025
Q4 		– Sell
-2,848
Closed -$203K – 166
2025
Q3 		$203K Buy
+2,848
New +$187K 0.11% 163

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

Novak & Powell Financial Services's ES Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in Eversource Energy (ES) in Q2 2026: 2,848 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #168 among its holdings. This is a return to the name: Novak & Powell Financial Services previously reported a position in ES as recently as Q3 2025.

Novak & Powell Financial Services first reported a position in ES in Q3 2025 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Novak & Powell Financial Services held 2,848 shares of Eversource Energy worth $206K as of Q2 2026.
  • Eversource Energy was a new Novak & Powell Financial Services position in Q2 2026.
  • Eversource Energy made up 0.1% of Novak & Powell Financial Services's portfolio in Q2 2026, its #168 holding.
  • Novak & Powell Financial Services first reported a position in Eversource Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.