QFW
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QTR Family Wealth’s Eversource Energy ES Stock Holding History

QTR Family Wealth’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 		$621K Buy
8,593
+4,290
+100% +$297K 0.22% 104
2026
Q1 		$297K Buy
4,303
+1,005
+30% +$71K 0.12% 196
2025
Q4 		$229K Buy
3,298
+223
+7% +$15.7K 0.1% 242
2025
Q3 		$219K Buy
+3,075
New +$202K 0.1% 232

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

QTR Family Wealth's ES Position: Q2 2026 in Review

QTR Family Wealth increased its Eversource Energy (ES) stake by 100% in Q2 2026, buying an estimated $297K and bringing the position to 8,593 shares worth $621K. The position accounts for 0.22% of the portfolio, ranked #104.

QTR Family Wealth first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • QTR Family Wealth held 8,593 shares of Eversource Energy worth $621K as of Q2 2026.
  • QTR Family Wealth bought 4,290 Eversource Energy shares in Q2 2026, an estimated $297K.
  • Eversource Energy made up 0.22% of QTR Family Wealth's portfolio in Q2 2026, its #104 holding.
  • QTR Family Wealth first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.