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Stonebridge Financial Group (Pennsylvania)’s Eversource Energy ES Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$2.05M Buy
28,364
+1,270
+5% +$88K 0.16% 102
2026
Q1 		$1.88M Buy
27,094
+1,025
+4% +$72.4K 0.15% 103
2025
Q4 		$1.76M Buy
26,069
+873
+3% +$61.3K 0.15% 105
2025
Q3 		$1.79M Buy
25,196
+235
+0.9% +$15.4K 0.16% 100
2025
Q2 		$1.59M Buy
24,961
+536
+2% +$33K 0.15% 101
2025
Q1 		$1.52M Buy
24,425
+3,257
+15% +$194K 0.16% 97
2024
Q4 		$1.22M Buy
+21,168
New +$1.32M 0.13% 105

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Stonebridge Financial Group (Pennsylvania)'s ES Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Eversource Energy (ES) stake by 4.7% in Q2 2026, buying an estimated $88K and bringing the position to 28,364 shares worth $2.05M. The position accounts for 0.16% of the portfolio, ranked #102.

Stonebridge Financial Group (Pennsylvania) first reported a position in ES in Q4 2024 and has held it in 7 quarters since. 929 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 28,364 shares of Eversource Energy worth $2.05M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 1,270 Eversource Energy shares in Q2 2026, an estimated $88K.
  • Eversource Energy made up 0.16% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #102 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • 929 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.