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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Toth Financial Advisory's ES Position: Q2 2026 in Review

Toth Financial Advisory increased its Eversource Energy (ES) stake by 1.8% in Q2 2026, buying an estimated $139 and bringing the position to 116 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Toth Financial Advisory first reported a position in ES in Q1 2022 and has held it in 9 quarters since. The position peaked at $9K in Q3 2022. 424 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Toth Financial Advisory held 116 shares of Eversource Energy worth $8.35K as of Q2 2026.
Toth Financial Advisory bought 2 Eversource Energy shares in Q2 2026, an estimated $139.
Eversource Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #602 holding.
Toth Financial Advisory first reported a position in Eversource Energy in Q1 2022 and has held it in 9 quarters since.
Toth Financial Advisory's Eversource Energy position peaked at $9K in Q3 2022.
424 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.