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Paladin Advisory Group’s Eversource Energy ES Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-334
Closed -$28K – 334
2022
Q4 		$28K Hold
334
– – 0.02% 185
2022
Q3 		$26K Hold
334
– – 0.02% 189
2022
Q2 		$28K Buy
+334
New +$29.7K 0.02% 189
2022
Q1 		– Sell
-334
Closed -$30K – 346
2021
Q4 		$30K Buy
+334
New +$28.7K 0.02% 200

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

Paladin Advisory Group's ES Position: Q2 2026 in Review

Paladin Advisory Group held its Eversource Energy (ES) position steady in Q2 2026 at 164 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #207.

Paladin Advisory Group first reported a position in ES in Q1 2022 and has held it in 15 quarters since. The position peaked at $30K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Paladin Advisory Group held 164 shares of Eversource Energy worth $11.9K as of Q2 2026.
  • Paladin Advisory Group left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #207 holding.
  • Paladin Advisory Group first reported a position in Eversource Energy in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Eversource Energy position peaked at $30K in Q1 2022.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.