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Summit Securities Group’s Eversource Energy ES Stock Holding History

Summit Securities 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 		$6.29K Buy
87
+25
+40% +$1.73K ﹤0.01% 932
2026
Q1 		$4.29K Sell
62
-495
-89% -$35K ﹤0.01% 829
2025
Q4 		$37.5K Sell
557
-84
-13% -$5.9K ﹤0.01% 677
2025
Q3 		$45.6K Buy
641
+394
+160% +$25.8K 0.01% 587
2025
Q2 		$15.7K Buy
+247
New +$15.2K ﹤0.01% 788
2023
Q3 		– Sell
-456
Closed -$32K – 706
2023
Q2 		$32K Sell
456
-229
-33% -$17.1K ﹤0.01% 520
2023
Q1 		$54K Buy
685
+333
+95% +$26.3K ﹤0.01% 404
2022
Q4 		$30K Sell
352
-2,248
-86% -$178K ﹤0.01% 823
2022
Q3 		$203K Buy
2,600
+1,877
+260% +$165K 0.02% 416
2022
Q2 		$61K Buy
723
+482
+200% +$42.8K 0.01% 507
2022
Q1 		$21K Buy
+241
New +$20.6K ﹤0.01% 708
2017
Q2 		– Sell
-7,652
Closed -$450K – 281
2017
Q1 		$450K Buy
+7,652
New +$435K 0.13% 157
2014
Q3 		– Sell
-200
Closed -$9K – 733
2014
Q2 		$9K Buy
+200
New +$9.17K ﹤0.01% 413

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
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

Summit Securities Group's ES Position: Q2 2026 in Review

Summit Securities Group increased its Eversource Energy (ES) stake by 40% in Q2 2026, buying an estimated $1.73K and bringing the position to 87 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Summit Securities Group first reported a position in ES in Q2 2014 and has held it in 13 quarters since. The position peaked at $450K in Q1 2017. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Summit Securities Group held 87 shares of Eversource Energy worth $6.29K as of Q2 2026.
  • Summit Securities Group bought 25 Eversource Energy shares in Q2 2026, an estimated $1.73K.
  • Eversource Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #932 holding.
  • Summit Securities Group first reported a position in Eversource Energy in Q2 2014 and has held it in 13 quarters since.
  • Summit Securities Group's Eversource Energy position peaked at $450K in Q1 2017.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.