Shore Point Advisors’s Eversource Energy ES Stock Holding History

Shore Point 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 Q3	$291K	Hold	4,542	–	–	0.09%	69
2026 Q2	$328K	Hold	4,542	–	–	0.11%	60
2026 Q1	$315K	Hold	4,542	–	–	0.12%	63
2025 Q4	$306K	Hold	4,542	–	–	0.13%	62
2025 Q3	$323K	Hold	4,542	–	–	0.14%	61
2025 Q2	$289K	Hold	4,542	–	–	0.14%	62
2025 Q1	$282K	Hold	4,542	–	–	0.15%	56
2024 Q4	$261K	Hold	4,542	–	–	0.14%	58
2024 Q3	$309K	Hold	4,542	–	–	0.17%	51
2024 Q2	$258K	Hold	4,542	–	–	0.15%	54
2024 Q1	$272K	Hold	4,542	–	–	0.16%	50
2023 Q4	$280K	Sell	4,542 -1	-0%	-$58	0.17%	48
2023 Q3	$264K	Hold	4,543	–	–	0.19%	45
2023 Q2	$322K	Hold	4,543	–	–	0.23%	41
2023 Q1	$356K	Hold	4,543	–	–	0.27%	36
2022 Q4	$381K	Hold	4,543	–	–	0.31%	34
2022 Q3	$354K	Hold	4,543	–	–	0.35%	25
2022 Q2	$384K	Hold	4,543	–	–	0.36%	26
2022 Q1	$401K	Hold	4,543	–	–	0.35%	25
2021 Q4	$413K	Buy	+4,543	New	+$391K	0.34%	26

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

Shore Point Advisors's ES Position: Q3 2026 in Review

Shore Point Advisors held its Eversource Energy (ES) position steady in Q3 2026 at 4,542 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #69.

Shore Point Advisors first reported a position in ES in Q4 2021 and has held it in 20 quarters since. The position peaked at $413K in Q4 2021. 645 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Shore Point Advisors held 4,542 shares of Eversource Energy worth $291K as of Q3 2026.
Shore Point Advisors left its Eversource Energy share count unchanged in Q3 2026.
Eversource Energy made up 0.09% of Shore Point Advisors's portfolio in Q3 2026, its #69 holding.
Shore Point Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 20 quarters since.
Shore Point Advisors's Eversource Energy position peaked at $413K in Q4 2021.
645 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.