SOS
ES icon

Silver Oak Securities’s Eversource Energy ES Stock Holding History

Silver Oak Securities’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 		$621K Buy
8,587
+718
+9% +$49.7K 0.04% 406
2026
Q1 		$545K Buy
7,869
+414
+6% +$29.3K 0.04% 406
2025
Q4 		$504K Buy
+7,455
New +$523K 0.03% 458

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Silver Oak Securities's ES Position: Q2 2026 in Review

Silver Oak Securities increased its Eversource Energy (ES) stake by 9.1% in Q2 2026, buying an estimated $49.7K and bringing the position to 8,587 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #406.

Silver Oak Securities first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 752 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Silver Oak Securities held 8,587 shares of Eversource Energy worth $621K as of Q2 2026.
  • Silver Oak Securities bought 718 Eversource Energy shares in Q2 2026, an estimated $49.7K.
  • Eversource Energy made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #406 holding.
  • Silver Oak Securities first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 752 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.