OF
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Optimize Financial’s Eversource Energy ES Stock Holding History

Optimize Financial’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 		$210K Sell
2,904
-10
-0.3% -$693 0.08% 278
2026
Q1 		$202K Buy
+2,914
New +$206K 0.1% 292
2025
Q3 		– Sell
-4,215
Closed -$268K – 369
2025
Q2 		$268K Sell
4,215
-30
-0.7% -$1.85K 0.16% 170
2025
Q1 		$264K Buy
+4,245
New +$253K 0.1% 151

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

Optimize Financial's ES Position: Q2 2026 in Review

Optimize Financial reduced its Eversource Energy (ES) stake by 0.34% in Q2 2026, selling an estimated $693 and leaving 2,904 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #278.

Optimize Financial first reported a position in ES in Q1 2025 and has held it in 4 quarters since. The position peaked at $268K in Q2 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Optimize Financial held 2,904 shares of Eversource Energy worth $210K as of Q2 2026.
  • Optimize Financial sold 10 Eversource Energy shares in Q2 2026, an estimated $693.
  • Eversource Energy made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #278 holding.
  • Optimize Financial first reported a position in Eversource Energy in Q1 2025 and has held it in 4 quarters since.
  • Optimize Financial's Eversource Energy position peaked at $268K in Q2 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.