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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Resonant Capital Advisors's ES Position: Q1 2026 in Review

Resonant Capital Advisors increased its Eversource Energy (ES) stake by 4.5% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,296 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #450.

Resonant Capital Advisors first reported a position in ES in Q3 2024 and has held it in 6 quarters since. The position peaked at $243K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Resonant Capital Advisors held 3,296 shares of Eversource Energy worth $228K as of Q1 2026.
  • Resonant Capital Advisors bought 143 Eversource Energy shares in Q1 2026, an estimated $10.1K.
  • Eversource Energy made up 0.01% of Resonant Capital Advisors's portfolio in Q1 2026, its #450 holding.
  • Resonant Capital Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 6 quarters since.
  • Resonant Capital Advisors's Eversource Energy position peaked at $243K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.