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United Asset Strategies’s Eversource Energy ES Stock Holding History

United Asset Strategies’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 		$983K Buy
13,606
+297
+2% +$20.6K 0.07% 147
2026
Q1 		$922K Buy
13,309
+351
+3% +$24.8K 0.07% 145
2025
Q4 		$872K Sell
12,958
-330
-2% -$23.2K 0.07% 158
2025
Q3 		$945K Buy
13,288
+138
+1% +$9.05K 0.08% 151
2025
Q2 		$837K Sell
13,150
-908
-6% -$56K 0.07% 155
2025
Q1 		$873K Buy
+14,058
New +$839K 0.08% 153
2024
Q4 		– Sell
-5,998
Closed -$408K – 237
2024
Q3 		$408K Buy
+5,998
New +$388K 0.04% 191
2020
Q1 		– Sell
-2,484
Closed -$211K – 188
2019
Q4 		$211K Hold
2,484
– – 0.04% 188
2019
Q3 		$212K Buy
+2,484
New +$197K 0.05% 169

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

United Asset Strategies's ES Position: Q2 2026 in Review

United Asset Strategies increased its Eversource Energy (ES) stake by 2.2% in Q2 2026, buying an estimated $20.6K and bringing the position to 13,606 shares worth $983K. The position accounts for 0.07% of the portfolio, ranked #147.

United Asset Strategies first reported a position in ES in Q3 2019 and has held it in 9 quarters since. 752 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • United Asset Strategies held 13,606 shares of Eversource Energy worth $983K as of Q2 2026.
  • United Asset Strategies bought 297 Eversource Energy shares in Q2 2026, an estimated $20.6K.
  • Eversource Energy made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #147 holding.
  • United Asset Strategies first reported a position in Eversource Energy in Q3 2019 and has held it in 9 quarters since.
  • 752 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.