UFF
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USA Financial Formulas’s Eversource Energy ES Stock Holding History

USA Financial Formulas’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
Q1 		$76.2K Sell
1,100
-732
-40% -$51.7K 0.01% 184
2025
Q4 		$123K Buy
+1,832
New +$129K 0.02% 181
2024
Q3 		– Sell
-25
Closed -$1.42K – 297
2024
Q2 		$1.42K Hold
25
– – ﹤0.01% 290
2024
Q1 		$1.49K Buy
+25
New +$1.44K ﹤0.01% 292
2023
Q3 		– Sell
-5
Closed -$355 – 514
2023
Q2 		$355 Hold
5
– – ﹤0.01% 460
2023
Q1 		$391 Buy
+5
New +$395 ﹤0.01% 384
2022
Q3 		$0 Sell
5
-19
-79% -$1.68K ﹤0.01% 336
2022
Q2 		$2K Hold
24
– – ﹤0.01% 200
2022
Q1 		$2K Buy
24
+19
+380% +$1.63K ﹤0.01% 234
2021
Q4 		$0 Hold
5
– – ﹤0.01% 410
2021
Q3 		$0 Hold
5
– – ﹤0.01% 424
2021
Q2 		$0 Hold
5
– – ﹤0.01% 394
2021
Q1 		$0 Sell
5
-10
-67% -$849 ﹤0.01% 366
2020
Q4 		$1K Sell
15
-86
-85% -$7.66K ﹤0.01% 270
2020
Q3 		$8K Buy
101
+9
+10% +$770 0.01% 158
2020
Q2 		$8K Sell
92
-14,833
-99% -$1.23M 0.01% 87
2020
Q1 		$1.17M Sell
14,925
-14,309
-49% -$1.26M 0.74% 53
2019
Q4 		$2.49M Sell
29,234
-6,364
-18% -$529K 1.03% 49
2019
Q3 		$3.04M Buy
35,598
+35,575
+154,674% +$2.83M 1.18% 32
2019
Q2 		$2K Hold
23
– – ﹤0.01% 114
2019
Q1 		$2K Buy
+23
New +$1.58K ﹤0.01% 114
2017
Q4 		– Sell
-46,726
Closed -$2.82M – 285
2017
Q3 		$2.82M Buy
+46,726
New +$2.88M 0.67% 75
2017
Q1 		– Sell
-9,148
Closed -$505K – 268
2016
Q4 		$505K Buy
+9,148
New +$489K 0.13% 137

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

USA Financial Formulas's ES Position: Q1 2026 in Review

USA Financial Formulas reduced its Eversource Energy (ES) stake by 40% in Q1 2026, selling an estimated $51.7K and leaving 1,100 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #184.

USA Financial Formulas first reported a position in ES in Q4 2016 and has held it in 23 quarters since. The position peaked at $3.04M in Q3 2019. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • USA Financial Formulas held 1,100 shares of Eversource Energy worth $76.2K as of Q1 2026.
  • USA Financial Formulas sold 732 Eversource Energy shares in Q1 2026, an estimated $51.7K.
  • Eversource Energy made up 0.01% of USA Financial Formulas's portfolio in Q1 2026, its #184 holding.
  • USA Financial Formulas first reported a position in Eversource Energy in Q4 2016 and has held it in 23 quarters since.
  • USA Financial Formulas's Eversource Energy position peaked at $3.04M in Q3 2019.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.