Symphony Financial’s Eversource Energy ES Stock Holding History

Symphony Financial’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	$268K	Buy	+3,687	New	+$255K	0.03%	292

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Symphony Financial's ES Position: Q2 2026 in Review

Symphony Financial opened a new position in Eversource Energy (ES) in Q2 2026: 3,687 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Symphony Financial held 3,687 shares of Eversource Energy worth $268K as of Q2 2026.
Eversource Energy was a new Symphony Financial position in Q2 2026.
Eversource Energy made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #292 holding.
1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.