Revisor Wealth Management’s Eversource Energy ES Stock Holding History

Revisor Wealth Management’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 Q3	$792K	Buy	12,020 +169	+1%	+$12K	0.2%	126
2026 Q2	$857K	Sell	11,851 -109	-0.9%	-$7.55K	0.21%	125
2026 Q1	$829K	Sell	11,960 -955	-7%	-$67.5K	0.23%	117
2025 Q4	$895K	Buy	12,915 +4,449	+53%	+$312K	0.24%	104
2025 Q3	$613K	Buy	8,466 +261	+3%	+$17.1K	0.21%	100
2025 Q2	$542K	Buy	8,205 +4,238	+107%	+$261K	0.2%	119
2025 Q1	$246K	Buy	+3,967	New	+$237K	0.11%	196

Other funds holding ES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Revisor Wealth Management's ES Position: Q3 2026 in Review

Revisor Wealth Management increased its Eversource Energy (ES) stake by 1.4% in Q3 2026, buying an estimated $12K and bringing the position to 12,020 shares worth $792K. The position accounts for 0.2% of the portfolio, ranked #126.

Revisor Wealth Management first reported a position in ES in Q1 2025 and has held it in 7 quarters since. The position peaked at $895K in Q4 2025. 645 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Revisor Wealth Management held 12,020 shares of Eversource Energy worth $792K as of Q3 2026.
Revisor Wealth Management bought 169 Eversource Energy shares in Q3 2026, an estimated $12K.
Eversource Energy made up 0.2% of Revisor Wealth Management's portfolio in Q3 2026, its #126 holding.
Revisor Wealth Management first reported a position in Eversource Energy in Q1 2025 and has held it in 7 quarters since.
Revisor Wealth Management's Eversource Energy position peaked at $895K in Q4 2025.
645 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.