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ProVise Management Group’s Eversource Energy ES Stock Holding History

ProVise Management 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
2026
Q2 		$2.79M Buy
38,633
+1,407
+4% +$97.4K 0.19% 95
2026
Q1 		$2.58M Buy
37,226
+364
+1% +$25.7K 0.19% 92
2025
Q4 		$2.48M Buy
36,862
+328
+0.9% +$23K 0.18% 98
2025
Q3 		$2.6M Buy
36,534
+10,289
+39% +$675K 0.19% 94
2025
Q2 		$1.67M Buy
+26,245
New +$1.62M 0.13% 107

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

ProVise Management Group's ES Position: Q2 2026 in Review

ProVise Management Group increased its Eversource Energy (ES) stake by 3.8% in Q2 2026, buying an estimated $97.4K and bringing the position to 38,633 shares worth $2.79M. The position accounts for 0.19% of the portfolio, ranked #95.

ProVise Management Group first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • ProVise Management Group held 38,633 shares of Eversource Energy worth $2.79M as of Q2 2026.
  • ProVise Management Group bought 1,407 Eversource Energy shares in Q2 2026, an estimated $97.4K.
  • Eversource Energy made up 0.19% of ProVise Management Group's portfolio in Q2 2026, its #95 holding.
  • ProVise Management Group first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.