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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trifecta Capital Advisors's ES Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 4 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in ES as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in ES in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.81K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Trifecta Capital Advisors held 4 shares of Eversource Energy worth $290 as of Q2 2026.
Eversource Energy was a new Trifecta Capital Advisors position in Q2 2026.
Eversource Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #448 holding.
Trifecta Capital Advisors first reported a position in Eversource Energy in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Eversource Energy position peaked at $3.81K in Q3 2024.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.