TFC Financial Management
ES icon

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
Q3 		$27.1K Hold
422
– – ﹤0.01% 352
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

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TFC Financial Management's ES Position: Q3 2026 in Review

TFC Financial Management held its Eversource Energy (ES) position steady in Q3 2026 at 422 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

TFC Financial Management first reported a position in ES in Q3 2022 and has held it in 15 quarters since. The position peaked at $78K in Q3 2022. 325 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • TFC Financial Management held 422 shares of Eversource Energy worth $27.1K as of Q3 2026.
  • TFC Financial Management left its Eversource Energy share count unchanged in Q3 2026.
  • Eversource Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #352 holding.
  • TFC Financial Management first reported a position in Eversource Energy in Q3 2022 and has held it in 15 quarters since.
  • TFC Financial Management's Eversource Energy position peaked at $78K in Q3 2022.
  • 325 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.