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Transamerica Financial Advisors’s Eversource Energy ES Stock Holding History

Transamerica Financial Advisors’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 		$3.83K Buy
53
+21
+66% +$1.45K ﹤0.01% 1186
2026
Q1 		$2.22K Sell
32
-3
-9% -$212 ﹤0.01% 1187
2025
Q4 		$2.33K Buy
35
+23
+192% +$1.61K ﹤0.01% 1103
2025
Q3 		$854 Buy
+12
New +$787 ﹤0.01% 1196
2024
Q1 		– Sell
-1
Closed -$1K – 626
2023
Q4 		$1K Hold
1
– – ﹤0.01% 439
2023
Q3 		$1K Hold
1
– – ﹤0.01% 467
2023
Q2 		$1K Buy
+1
New +$74 ﹤0.01% 439
2023
Q1 		– Sell
-15
Closed -$2K – 640
2022
Q4 		$2K Buy
15
+14
+1,400% +$1.11K ﹤0.01% 383
2022
Q3 		$1K Hold
1
– – ﹤0.01% 450
2022
Q2 		$1K Buy
+1
New +$89 ﹤0.01% 463
2016
Q1 		– Sell
-10
Closed -$1K – 779
2015
Q4 		$1K Hold
10
– – ﹤0.01% 745
2015
Q3 		$1K Hold
10
– – ﹤0.01% 743
2015
Q2 		$1K Sell
10
-15
-60% -$727 ﹤0.01% 800
2015
Q1 		$2K Buy
25
+17
+213% +$895 ﹤0.01% 760
2014
Q4 		$1K Buy
8
+1
+14% +$50 ﹤0.01% 647
2014
Q3 		$1K Hold
7
– – ﹤0.01% 604
2014
Q2 		$1K Buy
7
+3
+75% +$138 ﹤0.01% 612
2014
Q1 		$1K Hold
4
– – ﹤0.01% 580
2013
Q4 		$1K Sell
4
-72
-95% -$3.02K ﹤0.01% 567
2013
Q3 		$4K Sell
76
-23,582
-100% -$998K ﹤0.01% 505
2013
Q2 		$995K Buy
+23,658
New +$1.02M 0.16% 74

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

Transamerica Financial Advisors's ES Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Eversource Energy (ES) stake by 66% in Q2 2026, buying an estimated $1.45K and bringing the position to 53 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Transamerica Financial Advisors first reported a position in ES in Q2 2013 and has held it in 21 quarters since. The position peaked at $995K in Q2 2013. 1,117 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Transamerica Financial Advisors held 53 shares of Eversource Energy worth $3.83K as of Q2 2026.
  • Transamerica Financial Advisors bought 21 Eversource Energy shares in Q2 2026, an estimated $1.45K.
  • Eversource Energy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1186 holding.
  • Transamerica Financial Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 21 quarters since.
  • Transamerica Financial Advisors's Eversource Energy position peaked at $995K in Q2 2013.
  • 1,117 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.