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Toth Financial Advisory’s Eversource Energy ES Stock Holding History

Toth Financial Advisory’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 		$9.49K Buy
148
+32
+28% +$2.28K ﹤0.01% 588
2026
Q2 		$8.35K Buy
116
+2
+2% +$139 ﹤0.01% 602
2026
Q1 		$7.92K Buy
114
+2
+2% +$141 ﹤0.01% 587
2025
Q4 		$7.54K Buy
112
+2
+2% +$140 ﹤0.01% 592
2025
Q3 		$7.83K Buy
+110
New +$7.21K ﹤0.01% 553
2023
Q2 		– Sell
-30
Closed -$2.35K – 810
2023
Q1 		$2.35K Hold
30
– – ﹤0.01% 635
2022
Q4 		$2.52K Sell
30
-90
-75% -$7.14K ﹤0.01% 568
2022
Q3 		$9K Buy
120
+105
+700% +$9.25K ﹤0.01% 473
2022
Q2 		$1K Sell
15
-1
-6% -$89 ﹤0.01% 641
2022
Q1 		$1K Buy
+16
New +$1.37K ﹤0.01% 665

Other funds holding ES

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Toth Financial Advisory's ES Position: Q3 2026 in Review

Toth Financial Advisory increased its Eversource Energy (ES) stake by 28% in Q3 2026, buying an estimated $2.28K and bringing the position to 148 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Toth Financial Advisory first reported a position in ES in Q1 2022 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Toth Financial Advisory held 148 shares of Eversource Energy worth $9.49K as of Q3 2026.
  • Toth Financial Advisory bought 32 Eversource Energy shares in Q3 2026, an estimated $2.28K.
  • Eversource Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #588 holding.
  • Toth Financial Advisory first reported a position in Eversource Energy in Q1 2022 and has held it in 10 quarters since.
  • 34 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.