Spectrum Wealth Advisory Group’s Eversource Energy ES Stock Holding History

Spectrum Wealth Advisory Group’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	$731	Buy	+10	New	+$693	﹤0.01%	443

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spectrum Wealth Advisory Group's ES Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Eversource Energy (ES) in Q2 2026: 10 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

1,117 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Spectrum Wealth Advisory Group held 10 shares of Eversource Energy worth $731 as of Q2 2026.
Eversource Energy was a new Spectrum Wealth Advisory Group position in Q2 2026.
Eversource Energy made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #443 holding.
1,117 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.