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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFC Financial Management's ES Position: Q1 2026 in Review

TFC Financial Management held its Eversource Energy (ES) position steady in Q1 2026 at 414 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

TFC Financial Management first reported a position in ES in Q3 2022 and has held it in 13 quarters since. The position peaked at $78K in Q3 2022. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

TFC Financial Management held 414 shares of Eversource Energy worth $28.7K as of Q1 2026.
TFC Financial Management left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #318 holding.
TFC Financial Management first reported a position in Eversource Energy in Q3 2022 and has held it in 13 quarters since.
TFC Financial Management's Eversource Energy position peaked at $78K in Q3 2022.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.