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Richardson Financial Services’s Eversource Energy ES Stock Holding History

Richardson Financial Services’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 		$186K Buy
2,682
+20
+0.8% +$1.41K 0.12% 164
2025
Q4 		$179K Buy
2,662
+640
+32% +$44.9K 0.06% 165
2025
Q3 		$144K Sell
2,022
-40
-2% -$2.62K 0.09% 173
2025
Q2 		$133K Sell
2,062
-10
-0.5% -$616 0.09% 184
2025
Q1 		$129K Sell
2,072
-33
-2% -$1.97K 0.1% 170
2024
Q4 		$121K Sell
2,105
-215
-9% -$13.4K 0.08% 180
2024
Q3 		$132K Hold
2,320
– – 0.08% 184
2024
Q2 		$132K Sell
2,320
-216
-9% -$12.8K 0.09% 172
2024
Q1 		$152K Buy
2,536
+131
+5% +$7.53K 0.11% 164
2023
Q4 		$148K Buy
+2,405
New +$139K 0.13% 148

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

Richardson Financial Services's ES Position: Q1 2026 in Review

Richardson Financial Services increased its Eversource Energy (ES) stake by 0.75% in Q1 2026, buying an estimated $1.41K and bringing the position to 2,682 shares worth $186K. The position accounts for 0.12% of the portfolio, ranked #164.

Richardson Financial Services first reported a position in ES in Q4 2023 and has held it in 10 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Richardson Financial Services held 2,682 shares of Eversource Energy worth $186K as of Q1 2026.
  • Richardson Financial Services bought 20 Eversource Energy shares in Q1 2026, an estimated $1.41K.
  • Eversource Energy made up 0.12% of Richardson Financial Services's portfolio in Q1 2026, its #164 holding.
  • Richardson Financial Services first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.