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Turning Point Benefit Group’s Eversource Energy ES Stock Holding History

Turning Point Benefit Group’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 		$446K Buy
6,178
+838
+16% +$58K 0.19% 74
2026
Q1 		$371K Buy
5,340
+65
+1% +$4.59K 0.24% 70
2025
Q4 		$355K Buy
5,275
+421
+9% +$29.6K 0.19% 65
2025
Q3 		$348K Buy
4,854
+447
+10% +$29.3K 0.21% 65
2025
Q2 		$280K Buy
+4,407
New +$272K 0.21% 67

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

Turning Point Benefit Group's ES Position: Q2 2026 in Review

Turning Point Benefit Group increased its Eversource Energy (ES) stake by 16% in Q2 2026, buying an estimated $58K and bringing the position to 6,178 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #74.

Turning Point Benefit Group first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Turning Point Benefit Group held 6,178 shares of Eversource Energy worth $446K as of Q2 2026.
  • Turning Point Benefit Group bought 838 Eversource Energy shares in Q2 2026, an estimated $58K.
  • Eversource Energy made up 0.19% of Turning Point Benefit Group's portfolio in Q2 2026, its #74 holding.
  • Turning Point Benefit Group first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.