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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
Q2 		$194K Hold
2,682
– – 0.11% 167
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Richardson Financial Services's ES Position: Q2 2026 in Review

Richardson Financial Services held its Eversource Energy (ES) position steady in Q2 2026 at 2,682 shares worth $194K. The position accounts for 0.11% of the portfolio, ranked #167.

Richardson Financial Services first reported a position in ES in Q4 2023 and has held it in 11 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Richardson Financial Services held 2,682 shares of Eversource Energy worth $194K as of Q2 2026.
  • Richardson Financial Services left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #167 holding.
  • Richardson Financial Services first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.