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SC&H Financial Advisors’s Eversource Energy ES Stock Holding History

SC&H Financial 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 		$308K Sell
4,262
-254
-6% -$17.6K 0.04% 125
2026
Q1 		$313K Buy
4,516
+1
+0% +$71 0.05% 122
2025
Q4 		$304K Buy
4,515
+2
+0% +$140 0.05% 125
2025
Q3 		$321K Buy
4,513
+1
+0% +$66 0.05% 113
2025
Q2 		$287K Buy
4,512
+1
+0% +$62 0.05% 120
2025
Q1 		$280K Sell
4,511
-1,005
-18% -$60K 0.06% 121
2024
Q4 		$317K Sell
5,516
-1,003
-15% -$62.5K 0.07% 112
2024
Q3 		$444K Sell
6,519
-250
-4% -$16.2K 0.1% 98
2024
Q2 		$384K Sell
6,769
-2,054
-23% -$122K 0.09% 100
2024
Q1 		$527K Hold
8,823
– – 0.14% 88
2023
Q4 		$545K Sell
8,823
-3,825
-30% -$221K 0.16% 82
2023
Q3 		$735K Hold
12,648
– – 0.24% 68
2023
Q2 		$897K Sell
12,648
-458
-3% -$34.1K 0.3% 61
2023
Q1 		$1.03M Hold
13,106
– – 0.37% 53
2022
Q4 		$1.1M Sell
13,106
-406
-3% -$32.2K 0.46% 51
2022
Q3 		$1.05M Sell
13,512
-1,134
-8% -$99.9K 0.53% 43
2022
Q2 		$1.24M Buy
14,646
+1,709
+13% +$152K 0.58% 38
2022
Q1 		$1.14M Buy
12,937
+6
+0% +$513 0.54% 38
2021
Q4 		$1.18M Buy
+12,931
New +$1.11M 0.65% 36

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SC&H Financial Advisors's ES Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Eversource Energy (ES) stake by 5.6% in Q2 2026, selling an estimated $17.6K and leaving 4,262 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #125.

SC&H Financial Advisors first reported a position in ES in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q2 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • SC&H Financial Advisors held 4,262 shares of Eversource Energy worth $308K as of Q2 2026.
  • SC&H Financial Advisors sold 254 Eversource Energy shares in Q2 2026, an estimated $17.6K.
  • Eversource Energy made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • SC&H Financial Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Eversource Energy position peaked at $1.24M in Q2 2022.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.