Resonant Capital Advisors’s Eversource Energy ES Stock Holding History

Resonant Capital Advisors’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	$240K	Buy	3,318 +22	+0.7%	+$1.52K	0.01%	462
2026 Q1	$228K	Buy	3,296 +143	+5%	+$10.1K	0.01%	450
2025 Q4	$212K	Sell	3,153 -265	-8%	-$18.6K	0.01%	416
2025 Q3	$243K	Sell	3,418 -29	-0.8%	-$1.9K	0.01%	377
2025 Q2	$219K	Sell	3,447 -20	-0.6%	-$1.23K	0.01%	389
2025 Q1	$215K	Buy	+3,467	New	+$207K	0.02%	353
2024 Q4	–	Sell	-3,046	Closed	-$207K	–	354
2024 Q3	$207K	Buy	+3,046	New	+$197K	0.02%	340

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Resonant Capital Advisors's ES Position: Q2 2026 in Review

Resonant Capital Advisors increased its Eversource Energy (ES) stake by 0.67% in Q2 2026, buying an estimated $1.52K and bringing the position to 3,318 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #462.

Resonant Capital Advisors first reported a position in ES in Q3 2024 and has held it in 7 quarters since. The position peaked at $243K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Resonant Capital Advisors held 3,318 shares of Eversource Energy worth $240K as of Q2 2026.
Resonant Capital Advisors bought 22 Eversource Energy shares in Q2 2026, an estimated $1.52K.
Eversource Energy made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #462 holding.
Resonant Capital Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 7 quarters since.
Resonant Capital Advisors's Eversource Energy position peaked at $243K in Q3 2025.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.