Trifecta Capital Advisors’s Eversource Energy ES Stock Holding History

Trifecta Capital 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 Q3	–	Sell	-4	Closed	-$290	–	368
2026 Q2	$290	Buy	+4	New	+$277	﹤0.01%	448
2025 Q4	–	Sell	-46	Closed	-$3.27K	–	328
2025 Q3	$3.27K	Hold	46	–	–	﹤0.01%	296
2025 Q2	$2.93K	Hold	46	–	–	﹤0.01%	306
2025 Q1	$2.86K	Sell	46 -10	-18%	-$597	﹤0.01%	273
2024 Q4	$3.22K	Hold	56	–	–	﹤0.01%	256
2024 Q3	$3.81K	Hold	56	–	–	﹤0.01%	255
2024 Q2	$3.18K	Hold	56	–	–	﹤0.01%	270
2024 Q1	$3.35K	Hold	56	–	–	﹤0.01%	258
2023 Q4	$3.46K	Buy	56 +47	+522%	+$2.71K	﹤0.01%	275
2023 Q3	$524	Hold	9	–	–	﹤0.01%	418
2023 Q2	$639	Hold	9	–	–	﹤0.01%	404
2023 Q1	$705	Sell	9 -1	-10%	-$79	﹤0.01%	395
2022 Q4	$838	Buy	+10	New	+$793	﹤0.01%	387

Other funds holding ES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Trifecta Capital Advisors's ES Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Eversource Energy (ES) in Q3 2026, closing a stake of 4 shares — an estimated $290 sold.

Trifecta Capital Advisors first reported a position in ES in Q4 2022 and held it in 13 quarters. The position peaked at $3.81K in Q3 2024. 606 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Trifecta Capital Advisors reported no remaining Eversource Energy position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 4 Eversource Energy shares in Q3 2026, an estimated $290.
Trifecta Capital Advisors first reported a position in Eversource Energy in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's Eversource Energy position peaked at $3.81K in Q3 2024.
606 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.