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Synergy Investment Management’s Eversource Energy ES Stock Holding History

Synergy Investment Management’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 		$15.8K Buy
213
+145
+213% +$10K ﹤0.01% 554
2026
Q1 		$4.71K Buy
+68
New +$4.81K ﹤0.01% 591
2025
Q2 		– Sell
-68
Closed -$4.22K – 227
2025
Q1 		$4.22K Hold
68
– – ﹤0.01% 474
2024
Q4 		$3.9K Buy
+68
New +$4.24K ﹤0.01% 492

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Synergy Investment Management's ES Position: Q2 2026 in Review

Synergy Investment Management increased its Eversource Energy (ES) stake by 213% in Q2 2026, buying an estimated $10K and bringing the position to 213 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Synergy Investment Management first reported a position in ES in Q4 2024 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Synergy Investment Management held 213 shares of Eversource Energy worth $15.8K as of Q2 2026.
  • Synergy Investment Management bought 145 Eversource Energy shares in Q2 2026, an estimated $10K.
  • Eversource Energy made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #554 holding.
  • Synergy Investment Management first reported a position in Eversource Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.