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TFC Financial Management’s Eversource Energy ES Stock Holding History

TFC Financial 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 		$30.5K Buy
422
+8
+2% +$554 ﹤0.01% 336
2026
Q1 		$28.7K Hold
414
– – ﹤0.01% 318
2025
Q4 		$27.9K Buy
414
+400
+2,857% +$28.1K ﹤0.01% 323
2025
Q3 		$996 Hold
14
– – ﹤0.01% 624
2025
Q2 		$891 Buy
14
+2
+17% +$123 ﹤0.01% 588
2025
Q1 		$746 Hold
12
– – ﹤0.01% 591
2024
Q4 		$690 Sell
12
-10
-45% -$623 ﹤0.01% 610
2024
Q3 		$1.5K Buy
22
+3
+16% +$194 ﹤0.01% 539
2024
Q2 		$1.08K Buy
19
+5
+36% +$296 ﹤0.01% 554
2024
Q1 		$837 Buy
+14
New +$805 ﹤0.01% 570
2023
Q4 		– Sell
-56
Closed -$3.26K – 683
2023
Q3 		$3.26K Buy
56
+44
+367% +$2.93K ﹤0.01% 422
2023
Q2 		$852 Buy
+12
New +$894 ﹤0.01% 526
2023
Q1 		– Sell
-330
Closed -$27.7K – 690
2022
Q4 		$27.7K Sell
330
-670
-67% -$53.1K 0.01% 238
2022
Q3 		$78K Buy
+1,000
New +$88.1K 0.02% 171

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

TFC Financial Management's ES Position: Q2 2026 in Review

TFC Financial Management increased its Eversource Energy (ES) stake by 1.9% in Q2 2026, buying an estimated $554 and bringing the position to 422 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

TFC Financial Management first reported a position in ES in Q3 2022 and has held it in 14 quarters since. The position peaked at $78K in Q3 2022. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • TFC Financial Management held 422 shares of Eversource Energy worth $30.5K as of Q2 2026.
  • TFC Financial Management bought 8 Eversource Energy shares in Q2 2026, an estimated $554.
  • Eversource Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #336 holding.
  • TFC Financial Management first reported a position in Eversource Energy in Q3 2022 and has held it in 14 quarters since.
  • TFC Financial Management's Eversource Energy position peaked at $78K in Q3 2022.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.