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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
Q2 		– Sell
-1,100
Closed -$76.2K – 452
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 $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

USA Financial Formulas's ES Position: Q2 2026 in Review

USA Financial Formulas sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 1,100 shares — an estimated $76.2K sold.

USA Financial Formulas first reported a position in ES in Q4 2016 and held it in 23 quarters. The position peaked at $3.04M in Q3 2019. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • USA Financial Formulas reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 1,100 Eversource Energy shares in Q2 2026, an estimated $76.2K.
  • USA Financial Formulas first reported a position in Eversource Energy in Q4 2016 and held it in 23 quarters.
  • USA Financial Formulas's Eversource Energy position peaked at $3.04M in Q3 2019.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.